Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Janesville | WI | 01/1975 | Present |
| Alt Income Tax Service | Janesville | WI | 01/1975 | Present |
| Avantax Investment Services, Inc. | Janesville | WI | 07/1987 | 09/2025 |
| Avantax Advisory Services | Janesville | WI | 01/1994 | 09/2025 |
| Alt Tax Services Inc | Janesville | WI | 01/2017 | 02/2020 |
| Avantax Insurance Agency, Llc | Janesville | WI | 08/2018 | 09/2025 |
| Alt Tax & Financial Services Inc | Janesville | WI | 02/2020 | Present |
| Cetera Wealth Services, Llc | Janesville | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DENNIS & CAROL ALT REV TRUST IN RENTAL PROPERTY POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1999 ADDRESS: 1101 JOLIET ST, JANESVILLE WI 53546-6202, United States DESCRIPTION: owner of building, as rental property 2) ALT TAX & FINANCIAL SERVICES INC POSITION: Employee NATURE: Tax Preparation and Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 02/01/2020 ADDRESS: 1101 JOLIET ST, JANESVILLE WI 53546, United States DESCRIPTION: TAX PREPARATION AND STAFF MANAGEMENT AND CLIENT MEETINGS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-06 |
Reach out to this advisor