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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-05 |
| TX | 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. | Canton | MI | 07/1986 | 09/2025 |
| Avantax Advisory Services | Canton | MI | 09/1993 | 09/2025 |
| Gleaner Life Insurance | Livonia | MI | 12/1998 | Present |
| Radabaugh Financial Services | Canton | MI | 12/2013 | Present |
| Personal Representative Of Raymond L Post Estate | Livonia | MI | 01/2018 | 03/2019 |
| Avantax Insurance Agency, Llc | Canton | MI | 11/1998 | 09/2025 |
| Cetera Wealth Services, Llc | Canton | MI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) BOYS AND GIRLS BIBLE CLUBS POSITION: Treasurer/Comptroller NATURE: Nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2004 ADDRESS: 16130 Northland Dr, Southfield MI 48075, United States DESCRIPTION: Oversight of financial records of non-profit 2) Gleaner Life Insurance~'NIR'~5200 West US Hwy 223 PO Box 1894~Adrian~MI~49221~Insurance Agent~Agent~12/2/1998~1hrs~1hrs~Sale of fixed annuities and term insurance. 3) RADABAUGH FINANCIAL SERVICES~'NIR'~6840 N HAGGERTY RD~CANTON~MI~48187~Tax Preparation/Accounting~Tax Preparation/Accounting~12/5/2013~120hrs~100hrs~PREPARE INDIVIDUAL/TRUST TAXES, BOOKKEEPING 4) UNITED HEALTHCARE INSURANCE COMPANY~'NIR'~26957 Northwestern Hwy~Southfield~MI~48033~Independent Insurance Agent~Insurance Sales Agent~11/10/2011~0hrs~0hrs~Sales of AARP branded Medicare RX and Medicare Supplement Plans 5) Fiduciary Appointment-Executor~'NIR'~27946 Six Mile Rd~Livonia~MI~48152~1/3/2018~0.5hrs~0.5hrs~Recordkeeping distribution of assets, communication with the State of Michigan, attorneys and heir of the estate regarding a possible lawsuit relating to negligent care in a long term care facility. 6) American National Insurance Company (thru AIMCOR); Agent; Insurance Agent; IR; 1; 11/14/2018; One Moody Plaza Galveston TX 77550; Sell life insurance in cases where the policies approved by Avantax Insurance do not meet client's needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-19 |
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