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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Financial Services | Burnsville | MN | 01/1992 | Present |
| Kingdom Advisors | Atlanta | GA | 11/2003 | 10/2022 |
| Avantax Investment Services, Inc. | Burnsville | MN | 09/2010 | 09/2025 |
| Avantax Advisory Services | Burnsville | MN | 12/2008 | 09/2025 |
| Cetera Wealth Services, Llc | Burnsville | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Family Financial Services; 151 W Burnsville Pkwy, Suite 201~Burnsville~MN~55337~Tax Preparation/Accounting~Owner/Sole Proprietor~5/1/1992~160hrs~120hrs~All responsibilities associated with offering tax preparation services to the public.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-02 |
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