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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-04 |
Branch Locations
999 Eisenhower Blvd Ste D2-6, Johnstown, PA 15904 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
Johnstown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Johnstown | PA | 06/2012 | 09/2025 |
| Musser Forests, Inc. | Indiana | PA | 10/2002 | Present |
| Avantax Insurance Agency Inc | Johnstown | PA | 10/2012 | 09/2025 |
| Rupp And Fiore Insurance Management | North Huntingdon | PA | 11/2016 | Present |
| Aflac | Johnstown | PA | 11/2016 | Present |
| Remax Real Estate Agent | Indiana | IN | 08/2017 | 06/2018 |
| Keith W Fetzer Cpa | Johnstown | PA | 10/2017 | Present |
| Howard Hanna Heritage Real Est | Johnstown | PA | 06/2018 | 12/2020 |
| Kj Fetz Properties Inc | Johnstown | PA | 07/2003 | Present |
| Avantax Advisory Services | Johnstown | PA | 11/2012 | 09/2025 |
| Cetera Wealth Services, Llc | Johnstown | PA | 09/2025 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 10/2025 |
| Century 21 All Service, Inc. | Johnstown | PA | 08/2017 | Present |
| Integrity Alliance, Llc | Johnstown | PA | 10/2025 | Present |
| Perspective Insurance Group | Johnstown | PA | 10/2025 | Present |
1. Aflac; investment-related; 622 Demuth St. Rear, Johnstown, PA 15904; Insurance Agent; Insurance Sales Agent; 11/15/2016; 5 hours per month; 5 hours during securities trading hours; Referring sales to agents 2. CENTURY 21 ALL SERVICES INC; investment-related; 212 Bloomfield St., Johnstown, PA 15904; Real Estate Sales; Realtor; 08/01/2017; 1 hour per month; 0 hours during securities trading hours; Real Estate Agent 3. Keith W Fetzer CPA DBA Fetzer Financial; not investment-related; 622 Demuth St. Rear, Johnstown, PA 15904; Tax preparation/accounting; Owner; 10/01/2017; 20 hours per month; 20 hours during securities trading hours; Income taxes 4. KJ Fetz Properties Inc.; investment-related; 212 Oak Eden Dr., Johnstown, PA, 15904; Lessors of residential and commercial real estate; President; 07/01/2003; 10 hours per month; 2 hours during securities trading hours; Rental properties & Airbnbs 5. Musser Forests Inc,; not investment-related; 1880 Route 119 Hwy N, Indiana, PA, 15701; Accounting services; Business manager; 10/13/2002; 32 hours per month; 32 hours during securities trading hours; Tax returns, banking, write up, purchasing, accounts receivable, accounts payable, budgeting, human resources 6. Perspective Insurance Group; investment-related; 999 Eisenhower Blvd, STE D2-6; Johnstown, PA, 15904; Life, Fixed annuities, and property/casualty; Producer; 09/08/2025; 5 hours per month; 2 hours during securities trading hours; Write property and casualty policies 7. Rupp and Flore Insurance Management; investment-related; 12875 U.S. Route 30, Irwin, PA, 15642; Property and Casualty insurance; Producer; 11/01/2016; 25 hours per month; 25 hours during securities trading hours; Auto, home, and commercial insurance sales 8. Perspective Wealth Planning; investment-related; 999 Eisenhower Blvd, Suite D2-6, Johnstown, PA, 15904; DBA for securities business; Relationship Manager; 11/04/2025; 10 hours per month; 10 hours during securities trading hours; Referring advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-25 |
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