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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
72A Centennial Loop Suite 125, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ray M Settelmeyer Cpa, Pc | Eugene | OR | 09/1987 | Present |
| Avantax Investment Services, Inc. | Eugene | OR | 10/2005 | 09/2025 |
| Avantax Advisory Services | Eugene | OR | 02/2006 | 09/2025 |
| Cetera Wealth Services, Llc | Eugene | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) RAY M SETTELMEYER, CPA, PC POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 09/15/1987 ADDRESS: 72A Centennial loop, suite 125, eugene OR 97401, United States DESCRIPTION: all responsibility. 2) WORLD LEADERSHIP MINISTRIES POSITION: Member of the Board of Directors NATURE: In response to the inquiry- this is a non-profit religious organization that I have been involved with for many years. Sorry if I entered something differently but nothing has changed in regards to my involvement here. The principal (pastor who does the charitable work) performs seminars and writes book on matters of Christian faith. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 249 n. wheeler loop, sisters OR 97759, United States DESCRIPTION: Am treasurer and BOD member on this non-profit missionary corp. 3) PERSONAL REP. RUDOLF HENRY EKLUND POSITION: PERSONAL REP. NATURE: PERSONAL REPOF ESTATE OF RUDOLF HENRY EKLUND INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/15/2024 ADDRESS: 72A Centennial Loop, Suite 125, Eugene OR 97401, United States DESCRIPTION: FOLLOWING ATTORNEY DIRECTIONS AS DETERMINED BY DECEDENT WILL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-07 |
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