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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-05 |
Branch Locations
4519 Allendale Drive, White Bear Township, MN 55304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwizdala & Associates | White Bear Township | MN | 01/2022 | Present |
| Minnesota Department Of Revenue | Saint Paul | MN | 07/2009 | 01/2022 |
| Avantax Advisory Services | White Bear Township | MN | 05/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
GWIZDALA & ASSOCIATES, INC POSITION: President NATURE: Gwizdala & Associates, Inc is a tax preparation and accounting office.We preform various accounting related activities for our clients including income tax return preparation for corporations and individuals, sales tax returns, payroll tax returns, bookkeeping services, and payroll. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/10/2022 ADDRESS: 4519 Allendale Dr, White Bear Township MN 55127, United States DESCRIPTION: 1.) Oversea the operations of the Company2.) Tax Return preparation4.) Accounting for small business clients5.) Tax Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-25 |
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