Gary Bryan Frisch

Current Employers

Employment History

• 12/2001 → Present
  Monheit Zongolowicz Frisch, Cpas Plc
  Surprise, AZ
• 07/2013 → 10/2019
  1St Global Capital Corp.
  Surprise, AZ
• 07/2013 → 10/2019
  1St Global Advisors, Inc
  Surprise, AZ
• 05/2015 → 07/2025
  Avantax Insurance Services, Inc.
  Surprise, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Surpise, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Surprise, AZ
• 08/2008 → Present
  Monheit Life Insurance Trust
  Surprise, AZ
• 12/2012 → Present
  Caf Investments, Lllp
  Surprise, AZ
• 01/2021 → Present
  Madison & Southern Realty Company, Inc
  Surprise, AZ
• 01/2023 → Present
  Marsha L Frisch Estate
  Surprise, AZ
• 05/2024 → Present
  Revocable Trust For Richard L. Schnereger And Donnallee G. Schne
  Surprise, AZ
• 07/2024 → Present
  The John H. Murray And Mary K. Murray Charitable Trust Fbo John
  Surprise, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Surprise, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Surprise,, AZ
  Surprise, AZ
  Dallas, TX
  Scottsdale, AZ
• 2013-08-12 → 2019-10-25
  1St Global Advisors Inc
  Surprise, AZ

Other Businesses

1) 12455 W. BELL ROAD, LLC; MEMBER; REAL ESTATE/PROPERTY INVESTMENT INV RELATED: Yes; HRS 4; HRS 1; 08/28/2014; 12455 W Bell Road, Surprise AZ DESCRIPTION: Property owner and management 2) MONHEIT FRISCH GROUP; OWNER; MARKETING ENTITY INV RELATED: Yes; HRS 10; HRS: 1; 06/01/2015 ADDRESS: 12455 W Bell Road, Surprise AZ; THIS IS A MARKETING ENTITY FOR WEALTH MANAGEMENT AND TAX SERVICES. 3) FRISCH FINANCIAL GROUP, LLC; Manager; Financial Services & Consulting INV RELATED: Yes; HRS: 40; HRS 2; 03/20/2014 Owner and Manager. 4) MONHEIT LIFE INSURANCE TRUST; Trustee NATURE: ILIT INV RELATED: HRS 1; HRS: 0; 08/20/2008 ADDRESS: 13801 W Camino del Sol, Sun City West AZ; Send premium payments, CRUMMY letters. 5) CAF INVESTMENTS, LLLP POSITION; PARTNER; Family Partnership INV RELATED: Yes; HRS: 1; HRS: 1; 12/14/2012; 8868 E Calle de las Brisas, Scottsdale AZ; Family Asset Management 6) MONHEIT FRISCH WEALTH MANAGEMENT, LLC; Referring CPA; Financial Services Entity INV RELATED: Yes; HRS: 20; HRS: 1; 08/12/2013; 12455 W BELL ROAD, SURPRISE AZ 85378, Referring CPA for financial services 7) EB ILIT; TRUSTEE; TRUST; IR; HRS 1; HRS 1; 05/13/2007; 12455 W. BELL ROAD, SURPRISE AZ; PAY LIFE INSURANCE PREMIUMS, SUBMIT CRUMMEY LETTERS TO BENEFICIARIES 8) LANDMARK FINANCIAL MANAGEMENT, LLC; Advisor; Engage licensed financial advisors in the practice of providing financial, securities, brokerage, investment advisory, and insurance services; NIR; HRS 40; HRS 5; 01/01/2021; 12455 West Bell Road, Surprise AZ; Financial advisor/referring advisor to clients to conduct business 9)MONHEIT FRISCH LLC; MEMBER; REAL ESTATE/PROPERTY INVESTMENT; IR; HRS 2; HRS 1; 08/28/2014; 12455 W Bell Road, Surprise AZ; Property owner and management 10) LANDMARK PLC, CPAS; Principal; Tax preparation, bookkeeping and audit/attest services; NIR; HRS 130; HRS 125; 01/01/2021; 12455 West Bell Road, Surprise AZ; Working with clients as their CPA specifically advising them on income tax matters, estate planning, business consulting, retirement plans. 11) SUN CITY AREA INTERFAITH SERVICES, INC. DBA BENEVILLA; Treasurer on Board of Directors; Enriching lives by offering supportive programs; IR; HRS 5; HRS 2; 01/01/2016; 16752 N. Greasewood St., Surprise AZ 85378; Support administrator; Setting policy; guiding long-range planning & development 12) MARSHA L FRISCH ESTATE; Trustee; This includes administration of the Administrative Trust to settle the estate; NIR; HRS 5; HRS 5; 01/22/2023; 8868 E Calle de las Brisas, Scottsdale AZ 85255; All duties and responsibility associated with settlement of the estate 13) MF INVESTMENTS FLAGSTAFF LLC; Member; This entity is purchasing a residential rental property in Flagstaff; IR; HRS 1; HRS 1; 09/14/2023; 12455 West Bell Road, Surprise AZ 85378; I am a 50% owner of the entity 14) MADISON & SOUTHERN REALTY COMPANY, INC; President; This is an investment company that was owned by my parents which has been officially dissolved as of 11/30/23; NIR; HRS 1; HRS 1; 01/28/2021; 8868 E Calle de las Brisas, Scottsdale AZ 85255; I was asked to oversee the entity. 15) REVOCABLE TRUST FOR RLS AND DGS DTD 5/12/93; Trustee; Successor Trustee; NIR; HRS 2; HRS 2; 05/29/2024; 12455 West Bell Road, Surprise AZ 85378, United States; Manage all affairs including investments, payment of bills/debts, Represent Trustor in all matters due to incapacity, Work with POA 16) The JHM and MKM Charitable Trust FBO John; Successor Trustee; I have been named as Successor Trustee of the aforementioned CRUT. IR; HRS 2; HRS: 2; 07/23/2024; 12455 West Bell Road Surprise AZ 85378; DESC: Winding up activities of the CRUT.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-12

Other Names

• Gary Bryan Frisch