Richard Tom Kaczor

Current Employers

Employment History

• 01/1995 → Present
  Kaczor And Associates, Ltd
  Schaumburg, IL
• 10/2020 → 06/2021
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2021 → 12/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2021 → 12/2021
  Retirement Plan Advisors, Llc
  Chicago, IL
• 09/2020 → 06/2021
  Genworth Financial Securities Corporation
  Schaumburg, IL
• 08/2011 → Present
  Real Property Concepts Llc
  Schaumburg, IL
• 02/2022 → 09/2025
  Avantax Investment Services Inc.
  Schaumburg, IL
• 02/2022 → 09/2025
  Avantax Advisory Services
  Schaumburg, IL
• 02/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Schaumburg, IL
• 04/2015 → Present
  Jc Family Construction Corp.
  Schaumburg, IL
• 05/2022 → Present
  Clearview Wealth & Tax Advisors Llc
  Schaumburg, IL
• 02/2024 → Present
  Strategize Wealth Management Group Inc
  Orland Park, IL
• 10/2024 → Present
  Fia
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Schaumberg, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-02 → 2025-09-05
  Avantax Advisory Services
  Schaumburg, IL
• 2021-09-20 → 2022-01-03
  Retirement Plan Advisors, Llc
  Schaumburg, IL
  Chicago, IL
• 2020-10-12 → 2021-06-23
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) CLEARVIEW WEALTH & TAX ADVISORS LLC; POSITION: OWNER NATURE: INVESTMENT AND INSURANCE - ADVISE AND SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 25 START DATE: 05/15/2022; 1015 W WISE RD STE 101, ACCOUNTING, SCHAUMBURG IL 60193, US; LICNESED PRINCIPAL - SOLO PRACTICE 2) STRATEGIZE WEALTH MANAGEMENT GROUP INC POSITION: Financial Professional NATURE: As a Financial Professional, I meet with clients and market financial products offered solely through Avantax. This OBA is for my networking and marketing relationship with Strategize Wealth Management Group Inc. for betterment of myindependent financial business. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2024 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States DESCRIPTION: As a financial professional, I meet with prospects and existing clients and discuss financial products and services. I open new accounts and monitor existing accounts. I work both on a retail and advisory level. I receive commissions and fees from sales and/or advice and recommendations. My relationship with Strategize is as a network and marketing relationship for the advancement of my knowledge, skills and abilities to apply to my independent financial business. 3) STRATEGIZE TAXES & INVESTMENTS POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2024 ADDRESS: 9538 W. 147th Street, Orland Park IL 60462, United States DESCRIPTION: DBA 4) REAL PROPERTY CONCEPTS LLC; MANAGER; I MANAGE RENTAL PROPERTIES AND RELATED ACTIVITIES - FINDING TENANTS, REPAIRS AND WORKING WITH VILLAGES (Schaumburg and Roselle) AND  ASSOCIATIONS ( CARRIAGE HOMES AND THE TRAILS) IN SCHAUMBURG (CARRIAGE HOME ASSOCIATION) I HAVE RENTAL PROPERTY AND I LIVE IN PROPERTY IN ROSELLE (TRAILS ASSOCIATION) BOTH PROPERTIES ARE IN THIS LLC; IR; 0; 08/08/2011; 1015 W WISE RD SCHAUMBURG IL 60193; COLLECTING RENT, PAY ASSOCIATON DUES AND TAXES,REPAIRS  5) KACZOR & ASSOCIATES LTD; PRESIDENT; INDIVIDUAL AND BUSINESS TAXESPAYROLL SERVICETAX ADVISINGBUSINESS CONSULTINGPREPARE FINANCIAL STATEMENTS; IR; 130; 01/11/1995; 1015 W WISE RD SCHAUMBURG IL 60193; MANAGE PRACTICESUPERVISE STAFFPREPARE FIANCIAL STATEMENTSPREPARE BUSINESS TAX RETURNSPREPARE INDIVIDUAL TAX RETURNSBUSINESS ADVISINGTHIS ENTITY WILL BE USE FOR MARKETING AVANTAX BUSINESS 6) JC FAMILY CONSTRUCTION CORP; PRESIDENT; REHAB AND REMODEL RESIDENTIAL HOMES; NIR; 0; 04/21/2015; 1015 W WISE RD SCHAUMBURG IL 60193; OVERSEE BIDDING AND SCHEDULING AND WHEN NECESSARY I COMPLETE REPAIRS BY MYSELF

Exams

• S66 Uniform Combined State Law Examination
  2020-09-24
• S63 Uniform Securities Agent State Law Examination
  2001-12-19

Other Names

• Richard Tom Kaczor
• Richard Kaczor
• Richard T Kaczor