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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acc-U Rite Tax Services Inc. | Milwaukee | WI | 12/1984 | Present |
| Avantax Investment Services, Inc. | Milwaukee | WI | 07/1993 | 09/2025 |
| Avantax Insurance Agency, Llc | Milwaukee | WI | 08/2014 | 09/2025 |
| Fiduciary Trust | Greenfield | WI | 07/2002 | Present |
| Fiduciary Trust | Greenfield | WI | 11/2016 | 12/2019 |
| Cetera Wealth Services, Llc | Milwaukee | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Root Creek Investments of Greenfield LLC~'NIR'~6320 W Forest Home Ave~Milwaukee~WI~53220~Other~Partner/General Partner~11/5/1995~5hrs~5hrs~Member of LLC collect rents, make mtg pmnt|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-07 |
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