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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-05 |
| MI | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-09 |
| MI | RA | APPROVED | 2024-04-03 |
| IA | RA | APPROVED | 2021-08-09 |
Branch Locations
3390 Asbury Road, Dubuque, IA 52002 • United States
Grosse Pointe Woods,, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Reston | VA | 04/2016 | Present |
| Avantax Planning Partners | Dubuque | IA | 08/2021 | Present |
| Avantax Insurance Agency | Dubuque | IA | 08/2021 | 09/2025 |
| Avantax Investment Services, Inc. | Dubuque | IA | 08/2021 | 09/2025 |
| Avantax Advisory Services | Dubuque | IA | 04/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dubuque | IA | 01/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Grosse Pointe Woods | MI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-10 |
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