Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
227 South Seventh Street, Springfield, IL 62701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eck, Schafer & Punke, Llp | Springfield | IL | 01/1999 | 01/2023 |
| 1St Global Capital Corp | Springfield | IL | 07/2013 | 10/2019 |
| 1St Global Advisors, Inc | Springfield | IL | 07/2013 | 10/2019 |
| Avantax Insurance Services, Inc. | Springfield | IL | 07/2018 | 09/2025 |
| Avantax Advisory Services | Springfield | IL | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Springfield | IL | 10/2019 | 09/2025 |
| Eck, Schafer & Punke, Llp | Springfield | IL | 01/1999 | Present |
| Cetera Wealth Services, Llc | Springfield | IL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) ESP WEALTH MANAGEMENT, LLC POSITION: WEALTH MANAGEMENT ASSISTANCE NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: July 2013 DESCRIPTION: Provide investment alternatives to clients 2) ESP PROPERTIES LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: Springfield IL 62701, United States DESCRIPTION: OFFICE BUILDING RENTED TO ECK,SCHAFER & PUNKE, LLP, NORMAL ACTIVITIES RELATED TO RENTAL PROPERTY 3) ESP INVESTORS POSITION: GENERAL PARTNER NATURE: SOCIAL INVESTMENT CLUB INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1999 ADDRESS: 227 South 7th Street, Springfield IL 62701, United States DESCRIPTION: I have no duties or responsibilities. This is an investment club. 4) JAR INVESTMENTS, INC. POSITION: Shareholder NATURE: The entity will provide baseball and softball instruction. We will have coaches providing pitching, catching and hitting lessons. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 4913 Blackwolf Road, SPRINGFIELD IL 62711, United States DESCRIPTION: I will be one of the 3 owners functioning in a management capacity. I will primarily be tasked with handling the accounting for the business, including paying bills and recording income deposits. I will also handle the occasional management task, such as dealing with our landlord. 5) ESP PROPERTIES II, LLC POSITION: Partner NATURE: This partnership owns commercial property that is currently being renovated to provide office space for Eck, Schafer & Punke, LLP. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/16/2024 ADDRESS: 227 South Seventh Street, Springfield IL 62701, United States DESCRIPTION: I am one of the partners. My duties involve keeping the commercial property in good rental condition. 6) ECK, SCHAFER & PUNKE, LLP POSITION: Partner NATURE: Office of certified public accountants INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/15/1999 227 South Seventh Street, Springfield IL 62701, Preparation and review of tax returns. Preparation and review of attest services (audit and reviews) for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-27 |
Reach out to this advisor