Carl Richard Zegan

Current Employers

Employment History

• 10/2013 → 01/2018
  New World Marketing
  Des Plaines, IL
• 01/2016 → 09/2025
  Avantax Invesment Services, Inc.
  Orland Park, IL
• 01/2018 → 04/2020
  Restaurant.cOm
  Arlington Heights, IL
• 01/2016 → 09/2025
  Avantax Insurance Agency Llc
  Orland Park, IL
• 04/2018 → 03/2023
  Strategize Wealth Management Group, Inc.
  Orland Park, IL
• 01/2016 → Present
  Strategtize Wealth Management Group, Inc.
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-01-03 → 2025-09-05
  Avantax Advisory Services
  Orland Park, IL
  Orland Park, IL
  Grayslake, IL
  Grayslake, IL

Other Businesses

1) Briargate Townhome Owners Association~750 Lake Cook Road, #190~Buffalo Grove~IL~60089~Board Position/Officer~Other~12/3/2018~1hrs~1hrs~I'm a volunteer Board member making decisions on issues for the association neighborhood that I live in as well. I am NOT the treasurer nor do I do anything other than attend meetings and vote on issues as well as be a monitor of the neighborhood per se. 2) STRATEGIZE TAX SERVICES, LLC; POSITION: Tax Preparer NATURE: Perform tax returns for clients using software and submitting them to the IRS for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2021; ADDRESS: 10431 Louetta Lane, Orland Park IL 60467: Use tax software to do and file tax returns for clients of Strategize Tax Services. 3) STRATEGIZE WEALTH MANAGEMENT GROUP, INC. POSITION: Advisor NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 124 SECURITIES TRADING HOURS: 124 START DATE: 04/01/2018 ADDRESS: 15255 S. 94th Avenue, Suite 524, Orland Park IL 60462, United States DESCRIPTION: Financial Planning & Advising. 4) STRATEGIZE TAXES & INVESTMENTS POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 9538 W 147th Street, Orland Park IL 60462, United States DESCRIPTION: DBA 5) STRATEGIZE WEALTH MANAGEMENT GROUP, INC. POSITION: Advisor NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2016 ADDRESS: 15255 S. 94th Avenue, Suite 524, Orland Park IL 60462, United States DESCRIPTION: Financial Planning & Advising.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-02
• S63 Uniform Securities Agent State Law Examination
  2003-04-24