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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 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
591 West Hamilton Avenue #212, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thielen & Associates | Campbell | CA | 01/2005 | Present |
| Avantax Investment Services, Inc. | Campbell | CA | 07/2006 | 09/2025 |
| Avantax Advisory Services | Campbell | CA | 11/2007 | 09/2025 |
| Avantax Insurance Agency, Llc | Campbell | CA | 02/2008 | 09/2025 |
| Thielen & Associates, Inc. | Campbell | CA | 01/2014 | Present |
| Lpjm Partners | Morgan Hill | CA | 12/2019 | Present |
| Cetera Wealth Services, Llc | Campbell | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Fiduciary Appointment-Trustee 591 W Hamilton Ave., Suite 201~Campbell~CA~95008~1/1/2005~2hrs~0hrs~Monthly accounting, annual tax return 2) Thielen & Associates 591 West Hamilton Avenue, Suite 201~Campbell~CA~95008~Accounting Services/Tax Preparation~Owner~1/2/2004~200hrs~100hrs~OWNER/PRESIDENT, CPA. CPA Firm, Managing Director 3) Thielen & Associates, Inc. 591 West Hamilton Avenue, Suite 201~Campbell~CA~95008~Accounting Services/Tax Preparation~Owner~1/2/2014~160hrs~130hrs~The majority of my time is spent meeting with the individual & business clients. I also, review the individual and business tax returns prior to signature. I sign the prepared individual and business returns. I also work on tax planning for individuals and businesses. 4) LPJM Partners 565 Silver Cloud Court~Morgan Hill~CA~95037~Other~Other~12/15/2019~5hrs~1hrs~Trade securities for account.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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