Daniel M Machnik

Current Employers

Employment History

• 04/2006 → 09/2025
  Avantax Investment Services, Inc.
  Chicago, IL
• 04/2006 → Present
  Pat Willis
  Jackson, MI
• 06/2010 → 09/2025
  Avantax Advisory Services
  Jackson, MI
• 11/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Jackson, MI
• 07/2008 → Present
  400 Jackson St. Properties, Llc
  Jackson, MI
• 01/2015 → 12/2024
  Drpc, Llc
  Michigan Center, MI
• 08/2007 → 08/2018
  Blue Cross Blue Shield Of Michigan
  Jackson, MI
• 01/2007 → Present
  Willis & Machnik Financial Services, Llc
  Jackson, MI
• 09/2024 → 10/2024
  Durance Wealth Partners
  Jackson, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Jackson, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-09-02 → 2025-09-05
  Avantax Advisory Services
  Jackson, MI
  Kalamazoo, MI
  Dallas, TX

Other Businesses

1) 400 Jackson St. Properties, LLC~'NIR'~400 S. Jackson St~Jackson~MI~49201~Rental Property~Owner~7/1/2008~1hrs~0hrs~Not applicable. There are no associated activities with a property LLC. 2) W2M Real Estate, LLC~'NIR'~400 S. Jackson St.~Jackson~MI~49201~Rental Property~Other~10/26/2018~10hrs~8hrs~I am a member/owner of the LLC. I have operational oversight. I spend most of my time negotiating lease agreements, collecting rent payments and maintaining the facility and property. 3) Phil and Pat Willis Foundation~'NIR'~4100 Spring Arbor Rd~Jackson~MI~49201~Board Position/Officer~Other~3/1/2014~2hrs~2hrs~Oversight, governance, policy 4) Willis & Machnik Financial Services, LLC~'NIR'~400 S. Jackson St.~Jackson~MI~49201~Other~Owner~1/2/2007~120hrs~100hrs~OWN AND MANAGE THE BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-18

Designations

Other Names

• Dan Matt Machnik
• Machnik M Daniel