Christopher John Michalak

Current Employers

Employment History

• 11/2000 → 12/2016
  Hoft Promotions
  Saline, MI
• 01/2006 → Present
  Capstone Resources
  Saline, MI
• 01/2006 → 09/2025
  Avantax Investment Services, Inc.
  Saline, MI
• 06/2010 → 09/2025
  Avantax Advisory Services
  Saline, MI
• 09/2016 → 09/2025
  Avantax Insurance Agency, Inc.
  Saline, MI
• 01/2024 → Present
  Avantax Planning Partners, Inc.
  Saline, MI
• 04/2020 → Present
  Gleaner
  Saline, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Saline, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-09-02 → 2025-09-05
  Avantax Advisory Services
  Saline, MI
  Ypsilanti, MI
  Dallas, TX
  Saline, MI

Other Businesses

1) CARES Board Member 7265 Saline-Ann Arbor Rd~Saline~MI~48176 Other~1/1/2010~2hrs~0hrs~Board member task to advise and approve grants that help fund local agenda and community development. 2) LDFA Committee City of Saline 100 North Harris Street~Saline~MI~48176~Other~Director/Officer~6/1/2010~1hrs~0hrs~Advise Budget recommendations and approve monthly and annual business strategies for the Saline area via City of Saline.| 3)CAPSTONE TAX & FINANCIAL, INC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 01/01/2006 ADDRESS: 511 E Michigan Ave, Saline MI 48176, DESCRIPTION: Oversee all operations and prepare tax returns. 4)NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: 511 E. Michigan Ave., Saline MI 48176; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/01/2020; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2006-05-26

Designations

Other Names

• Christopher J Michalak