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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-12-18 |
Branch Locations
5520 Kietzke Ln Ste 430, Reno, NV 89511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Sausalito | CA | 07/1993 | 09/2025 |
| Avantax Advisory Services | Sausalito | CA | 06/1995 | 09/2025 |
| Health Insurance | Sausalito | CA | 01/1994 | 12/2025 |
| Medical/Dental Insurance | Sausalito | CA | 12/2001 | 12/2025 |
| On-Site Relocation Inc | Sausalito | CA | 07/2005 | 11/2022 |
| Pe Financial Group | Sausalito | CA | 12/2001 | 12/2025 |
| Avantax Insurance Agency, Llc | Sausalito | CA | 11/1994 | 09/2025 |
| Cetera Wealth Services, Llc | Reno | NV | 09/2025 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 12/2025 |
| Ameriprise Financial Services, Llc | Reno | NV | 12/2025 | Present |
Independent Insurance Brokering; Blue Cross; 07/01/1995; Health. Business Ownership; PE Financial Group; Owner; Tax Preparation; 748 S. Meadows Parkway, Suite A9-372, Reno, NV, 89521; Not Investment-Related; 12/01/2001; 20 to 39 hours per month; 20 to 39 during trading hours. Fiduciary Activities; Trustee / Trustee / Trustee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
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