Ann Marie Reagan

Current Employers

Employment History

• 09/2008 → Present
  Monheit Zongolowicz Frisch, Cpas Plc
  Sun City West, AZ
• 02/2013 → 10/2019
  1St Global Capital Corp.
  Sun City West, AZ
• 02/2013 → 10/2019
  1St Global Advisors Inc.
  Sun City West, AZ
• 04/2013 → 09/2025
  Avantax Insurance Services, Inc.
  Surprise, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Surprise, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Surprise, AZ
• 01/2020 → Present
  Landmark Financial Management, Llc
  Surprise, AZ
• 01/2021 → Present
  Landmark Financial Management, Llc
  Surprise, AZ
• 04/2013 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Surprise, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Surprise, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Surprise, AZ
  Vista,, CA
• 2013-03-12 → 2019-10-25
  1St Global Advisors Inc
  Surprise, AZ

Other Businesses

1) MONHEIT FRISCH GROUP PLC POSITION: ASSISTANT NATURE: CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2015 ADDRESS: 12455 W Bell Road, Surprise AZ 85378, United States DESCRIPTION: Assistant, no job duties related to this firm as of yet 2) NOT FOR PROFIT RENTAL OR EXPENSE SHARING WITH FAMILY POSITION: Home Owner NATURE: I believe I discussed this with someone in Compliance before butI want to make sure it's properly disclosed. We have a guesthouse (same address as or residence), which our daughter, son-in-law and grandson live in. It is not a for profit rental, they simply reimburse us for expense. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 1663 San Luis Rey Ave, Vista CA 92084, United States DESCRIPTION: None. They simply reimburse us for expense. 3) LANDMARK FINANCIAL MANAGEMENT, LLC POSITION: Executive Assistant/Client Services Coordinator NATURE: The purpose, nature and character of the Company is to engage licensed financial advisors in the practice of providing financial, securities, brokerage, investment advisory, and insurance services to clients as allowed by the State of Arizona or the laws of any jurisdiction in which the Company may do business, and to transact any or all lawful business for which limited liability companies may be organized under the applicable law. I will be employed by the Company in an administrative capacity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2021 ADDRESS: 12455 West Bell Road, Surprise AZ 85378, United States DESCRIPTION: I will work in an administrative capacity with Advisors, clients, and other staff members. 4) MONHEIT FRISCH WEALTH MANAGEMENT, LLC DBA LANDMARK FINANCIAL MANAGEMENT POSITION: WEALTH MANAGEMENT ASSISTANT NATURE: WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/16/2008 ADDRESS: 12455 W Bell Road, Surprise AZ 85378, United States DESCRIPTION: I am a licensed administrative assistant. I prepare draft communications and reports and gather documents for the Advisor, David Monheit, to use in his ongoing relationship with his his clients.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-11

Other Names

• Ann Marie Molstad