Kevin Anthony Wallace

Current Employers

Employment History

• 04/2019 → 06/2021
  Edward Jones
  St Louis, MO
• 12/2018 → 04/2019
  Paramount Residential Mortgage Group, Inc
  Saint Charles, IL
• 06/2017 → 11/2018
  Painters Usa, Inc
  Glendale Heights, IL
• 02/2016 → 03/2018
  Leaderone Financial
  Barrington, IL
• 05/2013 → 05/2025
  Village Of Bartlett
  Bartlett, IL
• 07/2021 → 09/2025
  Avantax Investment Services, Inc
  Oak Forest, IL
• 07/2021 → 09/2025
  Avantax Advisory Services
  Oak Forest, IL
• 07/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Oak Forest, IL
• 07/2021 → Present
  Wealth Management Reps
  Oak Forest, IL
• 02/2025 → Present
  P&L Accounting & Tax
  Oak Forest, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oak Forest, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-07-27 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Oak Forest, IL
• 2019-06-04 → 2021-06-30
  Edward Jones
  Bartlett, IL
  St Louis, MO
  Bartlett, IL

Other Businesses

1) Wealth Management Reps; Financial Professional; Financial Advisor for this company; Meet with clients and propose investment strategies.; IR; 120; 07/14/2021; 14390 S. Cicero Ave Oak Forest IL 60452; Solicit clients, provide financial investment advice, provide portfolio suggestions, obtain risk tolerance, buy and sell equities, Mutual Funds, Bonds, ETF's. 2) P&L ACCOUNTING & TAX POSITION: Tax Preparer NATURE: I help prepare tax returns during tax season part time. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/03/2025 ADDRESS: 14930 S. Cicero Ave., Ste. 1B, Oak Forest IL 60452, United States DESCRIPTION: I work with clients to gather and input their tax information in order to complete their tax return.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Other Names

• Kevin A Wallace
• Kevin Wallace