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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • MN RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

227 Barclay Ave., Pine River, MN 56474 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Pine River MN 11/2013 09/2025
Marcusen Clayton, P.C. Pine River MN 01/2013 12/2021
Avantax Advisory Services Pine River MN 11/2013 09/2025
Avantax Insurance Agency Llc Pine River TX 06/2014 09/2025
Marcusen Clayton, P.C. Pine River TX 03/2013 12/2021
Mrk Financial Solutions Pine River MN 07/2023 07/2026
Truplan Financial Advisors Plymouth MN 03/2025 Present
Cetera Wealth Services, Llc Pine River MN 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 11/2013 → 09/2025
    Avantax Investment Services, Inc.
    Pine River, MN
  • 01/2013 → 12/2021
    Marcusen Clayton, P.C.
    Pine River, MN
  • 11/2013 → 09/2025
    Avantax Advisory Services
    Pine River, MN
  • 06/2014 → 09/2025
    Avantax Insurance Agency Llc
    Pine River, TX
  • 03/2013 → 12/2021
    Marcusen Clayton, P.C.
    Pine River, TX
  • 07/2023 → 07/2026
    Mrk Financial Solutions
    Pine River, MN
  • 03/2025 → Present
    Truplan Financial Advisors
    Plymouth, MN
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Pine River, MN
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2013-11-04 → 2025-09-05
    Avantax Advisory Services
    Pine River, MN
    Pine River, MN
  • 2005-12-19 → 2010-12-31
    Investment Centers Of America, Inc.
    Elk River, MN
    Pillager, MN
    Emily, MN
    Breezy Point, MN
    Pine River, MN
    Pine River, MN
Other Businesses

1) PINE RIVER AREA FOUNDATIONM POSITION: Board member & Officer NATURE: Board Position/Officer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/29/2019 ADDRESS: 103 Mill ST S, Pine River MN 56474, United States DESCRIPTION: Board member & Officer 2) TRUPLAN FINANCIAL ADVISORS POSITION: Financial Planner NATURE: Providing Financial Planning services, including investment services provided by Avantax Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/03/2025 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Meet with clients and develop & implement financial plans

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-06
  • S63 Uniform Securities Agent State Law Examination
    1994-12-06
Designations
Other Names
  • Steve Hansen

View on SEC IAPD

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