Joshua James Beaugrand

Current Employers

Employment History

• 07/2016 → Present
  Beaugrand Tax & Accounting Llc
  South Milwaukee, WI
• 10/2017 → 09/2025
  Avantax Investment Services, Inc.
  South Milwaukee, WI
• 01/2019 → 09/2025
  Avantax Advisory Services
  South Milwaukee, WI
• 09/2017 → Present
  Beaugrand & Baugher Llc
  Kenosha, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-01-03 → 2025-09-05
  Avantax Advisory Services
  South Milwaukee, WI

Other Businesses

1) Beaugrand Tax & Accounting LLC~'NIR'~1318 Columbia Ave~South Milwaukee~WI~53172~Tax Preparation/Accounting~President~7/1/2016~120hrs~60hrs~Owner and President of tax preparation service in South Milwaukee Wisconsin 2) Beaugrand & Baugher LLC~'NIR'~5008 Green Bay Rd Suite 103~Kenosha~WI~53144~Accounting Services/Tax Preparation~Owner~9/1/2017~70hrs~50hrs~I assist in seasonal tax preparation during the tax season and then also do payroll and bookkeeping tasks during the off season. Will also take phone calls during the year from clients if they get a notice from any tax agency. 3) DB WEHRING WEALTH POSITION: strategic partner NATURE: I am a strategic partner with this firm, but do not use any of their information in any of my marketing INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/30/2016 ADDRESS: 1125 Milwaukee Avenue, South Milwaukee WI 53172, United States DESCRIPTION: provide referral business as it arises 4) HOPE VILLAGE INTERNATIONAL INC POSITION: Treasurer NATURE: Oversight of financial information INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 10940 S Nicholson Rd, Oak Creek WI 53154, United States DESCRIPTION: present financials each quarter, oversee the 990 prep 5) Accounting Services/Tax Preparation; ; Accounting Services/Tax Preparation; NIR; 50; 09/01/2017; 5008 Green Bay Rd Suite 103 WI 53144; I assist in seasonal tax preparation during the tax season and then also do payroll and bookkeeping tasks during the off season. Will also take phone calls during the year from clients if they get a notice from any tax agency. 6) Tax Preparation/Accounting; ; Tax Preparation/Accounting; NIR; 60; 07/01/2016; 1318 Columbia Ave WI 53172; Owner and President of tax preparation service in South Milwaukee Wisconsin

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-22
• S63 Uniform Securities Agent State Law Examination
  2018-08-27