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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-21 |
| UT | RA | APPROVED | 2021-10-05 |
Branch Locations
8545 S Redwood Rd Ste D, West Jordan, UT 84088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | West Jordan | UT | 07/1994 | 09/2021 |
| Avantax Insurance Agency, Llc | West Jordan | UT | 05/2013 | 09/2021 |
| Avantax Advisory Services | West Jordan | UT | 01/2014 | 09/2021 |
| Dahle Financial Services | West Jordan | UT | 07/2015 | Present |
| Dahle's Properties, Llc | West Jordan | UT | 10/2010 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2021 | Present |
1) DAHLE FINANCIAL SERVICES; WEST JORDON, UT; INVESTMENT RELATED; DBA FOR FINANCIAL SERVICES/TAX AND ACCOUNTING; SINCE 10/2008, 160 HRS/MO; ADMINISTRATIVE RESPONSIBILITIES; PARTIAL OWNER 2) DAHLE TAX & ACCOUNTING; WEST JORDON, UT; NON INVESTMENT RELATED; TAX AND ACCOUNTING SERVICES; SINCE 10/2008, 160 HRS/MO; ACCOUNTANT; PARTIAL OWNER 3) JORDAN WINDS OWNERS ASSOCIATION; SALT LAKE CITY, UT; NON INVESTMENT RELATED; BOARD MEMBER; SINCE 07/2015; 1 HR/MO; 4) DAHLE'S PROPERTIES; WEST JORDAN, UT; NON INVESTMENT RELATED; CONDO OWNER OCCUPIED BY DAHL FINANCIAL SERVICES; MANAGING MEMBER; SINCE 10/2010; 2 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-20 |
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