Robert Michael Craun

Current Employers

Employment History

• 12/2000 → Present
  Craun Freeman & Associates, Pc
  Rochester, MI
• 07/2002 → 09/2025
  Avantax Investment Services, Inc.
  Rochester, MI
• 04/2010 → 09/2025
  Avantax Advisory Services
  Rochester, MI
• 04/2008 → 09/2025
  Avantax Insurance Agency, Llc
  Rochester, MI
• 01/2017 → Present
  Rental Property
  Naples, FL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-05-27 → 2025-09-05
  Avantax Advisory Services
  Rochester, MI
  Dallas, TX
  Macomb, MI

Other Businesses

1) Fiduciary Appointment-Trustee~800 W University Dr , Suite A~Rochester~MI~48315~6/7/2012~0hrs~0hrs~Trustee 2) Rental Property~710 Tarpon Cove Dr, Unit 201~Naples~FL~34110~Rental Property~Owner~1/1/2017~1hrs~0hrs~I own a condo in Naples Florida and rent it out occasionally 3) Craun, Freeman & Associates, PC~800 W University Dr, Suite A~Rochester~MI~48307~Accounting Services/Tax Preparation~Owner~12/1/2000~35hrs~15hrs~I am 50% owner and VP and Treasurer 4) Rochester Advisory Group LLC~800 W University Dr, Suite A~Rochester~MI~48307~Other~Owner~1/1/2017~0hrs~0hrs~none, not responsible for any activities, I have not duties 5) Craun Freeman Chartitable Foundation~800 W University Drive Suite A~Rochester~MI~48307~Other~Other~7/9/2007~1hrs~0hrs~Director 6) CRAUN JOINT REVOCABLE LIVING TRUST POSITION: Grantor/Trustee NATURE: My wife and I set up a trust for estate planning purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2021 ADDRESS: 22125 Aberdeen Dr, Macomb MI 48042, United States DESCRIPTION: I am the trustee. No day to day activities 7) NAME OF OTHER BUSINESS: CRAUN FREEMAN TAX & WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICE; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: VP/TREASURER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: PREPARE CLIENTS TAX RETURNS, PAYROLL AND ACCOUNTING, ADMINISTRATIVE; 8) NAME OF OTHER BUSINESS: CRAUN FREEMAN & ASSOCIATES, PC DBA CRAUN FREEMAN TAX & WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICE; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: VP/TREASURER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE, PAYROLL, TAX RETURN PREP AND ACCOUNTING WORK;

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-10-11

Designations