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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • IL RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

1007 North 8Th Street, Vandalia, IL 62471 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lcb Cpas & Advisors, Ltd Vandalia IL 06/2000 Present
Avantax Investment Services Inc. Vandalia IL 09/2021 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services Vandalia IL 10/2023 09/2025
Cetera Wealth Services, Llc Vandalia IL 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 06/2000 → Present
    Lcb Cpas & Advisors, Ltd
    Vandalia, IL
  • 09/2021 → 09/2025
    Avantax Investment Services Inc.
    Vandalia, IL
  • 10/2023 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Vandalia, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Vandalia, IL
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-10-06 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Vandalia, IL
Other Businesses

1) LCB WEALTH MANAGEMENT, LLC POSITION: MEMBER/PARTNER NATURE: THIS IS A PARTNERSHIP WITH JOE CEARLOCK AND BETH HAWK- PARTNERS CONTRIBUTE FUNDS INTO THIS ACCOUNT AND EXPENSES ARE PAID THROUGH THE LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1007 North Eighth Street, Vandalia IL 62471, United States DESCRIPTION: WE ARE ALL AVANTAX INVESTMENT ADVISORS. THERE ARE NO OTHER DEPOSITS INTO THIS ACCOUNT OTHER THAN FROM PARTNER CONTRIBUTIONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-06
S63 Uniform Securities Agent State Law Examination 2022-01-05
  • S65 Uniform Investment Adviser Law Examination
    2022-10-06
  • S63 Uniform Securities Agent State Law Examination
    2022-01-05
Other Names
  • Mark Burnam
  • Mark W Burnam

View on SEC IAPD

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