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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
5754 Blackshire Path Suite W2350, Inver Grove Heights, MN 55076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Saint Paul | MN | 01/2010 | 09/2025 |
| Shawn Murphy | St Paul | MN | 02/2009 | Present |
| Jasicki Tax | Champlin | MN | 03/2013 | Present |
| Skally Tax Service | Saint Paul | MN | 12/2015 | 07/2021 |
| Avantax Advisory Services | Saint Paul | MN | 01/2016 | 09/2025 |
| Avantax Insurance Agency, Llc | Saint Paul | MN | 08/2016 | 09/2025 |
| Welch Village | Plymouth | MN | 12/2023 | Present |
| Mfg Tax Advisors | Saint Paul | MN | 01/2025 | Present |
| Mfg Financial Advisors | Saint Paul | MN | 06/2021 | Present |
| Cetera Wealth Services, Llc | Maple Grove | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Jasicki Tax~11108 Zealand Ave N~Champlin~MN~55316~Accounting/Bookkeeping (No Tax Preparation)~Other~3/8/2013~10hrs~0hrs~Data Entry. 2) MURPHY FINANCIAL STRATEGIES POSITION: Owner/Sole Proprietor NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 60 START DATE: 06/20/2010 ADDRESS: 332 Minnesota St Suite W2350, SAINT PAUL MN 55101, United States DESCRIPTION: Prepare tax documents for clients. 3) MFG TAX ADVISORS POSITION: Owner NATURE: Prepare taxes for financial planning clients INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2025 ADDRESS: 332 Minnesota St Suite W2350, Saint Paul MN 55101, United States DESCRIPTION: Payroll for employees Website creation and maintenance email and phone systems acquisition software acquisition Employee interviews Marketing Employee Reviews 4) MFG FINANCIAL ADVISORS POSITION: President NATURE: This OBA will eventually be my regular business name after all compliance regulations are completed. This OBA is a way for affiliated financial advisors to share services and establish business continuation plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 06/15/2021 ADDRESS: 332 Minnesota St, Suite W2350, Saint Paul MN 55101, United States DESCRIPTION: As President I have many responsibilities to get this business up and running Created a business plan Set Goals and Deadlines Coordinated with Compliance and Marketing Director Worked with the Treasurer and CEO to get systems up and running Participate in meetings to add advisors Attend and host weekly meetings to reach our goals 5) Welch Village; Ski Instructor; Teaching beginner skiers how to snow ski - Weekends during the snow season December thru March; NIR; 0; 12/16/2023; 3020 Harbor Lane N Plymouth MN 55447; Meeting with the interested beginner skiers and conducting a 2 hour ski lesson on Weekends and holidays 6) NAME OF OTHER BUSINESS: SHOE CLERKS AND ASSOCIATES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL SPACE; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: SHAREHOLDER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHARED RESPONSIBILITY FOR RECEIPTS OF RENT AND BUILDING MAINTENANCE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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