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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Solvang | CA | 09/2005 | 09/2025 |
| Avantax Advisory Services | Solvang | CA | 11/2012 | 09/2025 |
| Avantax Insurance Services, Llc | Solvang | CA | 07/2019 | 09/2025 |
| Serritslev Norwine & Co Cpas Llp | Solvang | CA | 01/2006 | Present |
| Cetera Wealth Services, Llc | Solvang | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Serritslev Norwine & Co CPAs LLP~'NIR'~650 Alamo Pintado Rd., Ste 203~Solvang~CA~93463~Accounting Services/Tax Preparation~Owner~1/1/2006~180hrs~82hrs~Partner performing tax and accounting services and share in firm management.|Avantax Insurance Agency and/or Avantax Insurance Services~'NIR'~3200 Olympus Blvd., Suite 100~Dallas~TX~75019~Equity Indexed Annuity~Agent~7/11/2019~10hrs~5hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
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