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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
591 West Hamilton Ave Suite 201, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Campbell | CA | 06/2010 | 09/2025 |
| Thielen & Associates | Campbell | CA | 04/2004 | Present |
| Lpjm Partners | Morgan Hill | CA | 01/2020 | Present |
| Avantax Advisory Services | Campbell | CA | 09/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Campbell | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Thielen & Associates, Inc.~'NIR'~591 W. Hamilton Ave., #201~Campbell~CA~95008~Accounting Services/Tax Preparation~Owner~4/1/2004~160hrs~120hrs~Operations of the business & employees|LPJM Partners~'NIR'~565 Silver Cloud Ct~Morgan Hill~CA~95037~Other~Other~1/1/2020~1hrs~1hrs~Decide on investments|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-16 |
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