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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Milwaukee | WI | 10/1992 | 09/2025 |
| Avantax Advisory Sevices | Milwaukee | WI | 02/1998 | 09/2025 |
| Insight Accounting & Financial Consulting, Inc. | Milwaukee | WI | 02/2005 | Present |
| Avantax Insurance Agency, Llc | Milwaukee | WI | 10/1992 | 06/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Milwaukee | WI | 04/1993 | 09/2025 |
| Cetera Wealth Services, Llc | Milwaukee | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Insight Accounting & Financial Consulting, Inc~'NIR'~4712 W. Forest Home~Milwaukee~WI~53219~Accounting Services/Tax Preparation~Owner~2/10/2005~160hrs~130hrs~I work with clients on tax and accounting matters. 2)Michael J. Grabowski~'NIR'~4712 W. Forest Home Ave~Milwaukee~WI~53219~Independent Insurance Agent~Insurance Sales Agent~6/22/1984~0hrs~0hrs~Sales (Health), but not active only if a client asks me. 3)Rental Real Estate~'NIR'~4712 W. Forest Home~Milwaukee~WI~53219~Rental Property~Owner~6/30/1987~1hrs~0hrs~Own and manage rental property 4)Synergy CME Resource Group, Inc.~'NIR'~2208 S. 38th St~Milwaukee~WI~53215~Board Position/Officer~Other~12/1/2018~1hrs~1hrs~Quarterly board meetings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-01 |
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