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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| WY | RA | APPROVED | 2025-09-05 |
Branch Locations
610 West Broadway Ste 104, Jackson, WY 83001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kraig Kobert, Cpa, P.C. | Jackson | WY | 12/2013 | Present |
| Avantax Investment Services, Inc. | Jackson | WY | 12/2013 | 09/2025 |
| Avantax Advisory Services | Jackson | WY | 07/2014 | 09/2025 |
| Cetera Wealth Services, Llc | Jackson | WY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
Kraig Kobert, CPA, P.C.~'NIR'~610 West Broadway, Suite 104~Jackson~WY~83001~Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~12/1/2013~130hrs~65hrs~Perform accounting/tax services|I'M SINGLE, LLC~'IR'~110 Rancher St~Jackson~WY~83001~Other~Owner~2/9/2017~20hrs~20hrs~Investment Representative|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-14 |
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