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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
Branch Locations
1200 Harger Road Ste 209, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Oak Brook | IL | 08/1987 | 09/2025 |
| Sheila Edelstein, Cpa, Cfp | Oakbrook | IL | 05/1993 | 04/2019 |
| Avantax Advisory Services | Oak Brook | IL | 11/1993 | 09/2025 |
| Sheila Edelstein, Cpa, Cfp | Oak Brook | IL | 12/1989 | Present |
| Avantax Insurance Agency, Llc | Oak Brook | IL | 07/1993 | 09/2025 |
| Cetera Wealth Services, Llc | Oak Brook | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Sheila Edelstein, CPA, CFP~'NIR'~1200 Harger Road, Suite 209~Oak Brook~IL~60523~Accounting Services/Tax Preparation~Owner~12/1/1989~150hrs~120hrs~Tax preparation and tax consulting| 2) Sheila Edelstein/Jodie Lindsteadt~'NIR'~1192 Sandhurst Dr~Buffalo Grove~IL~60089~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~2/1/2008~1hrs~0hrs~50% Owner of Investment Property -CONDO-Rented Out as Residential Property|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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