Michael David Charnot

Current Employers

Employment History

• 05/2021 → Present
  Strategize Wealth Management Group
  Orland Park, IL
• 05/2021 → 08/2021
  Granite Mountain
  New Lenox, IL
• 08/2023 → 09/2025
  Avantax Investment Services Inc.
  Orland Park, IL
• 08/2023 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 01/2023 → 04/2023
  Honkamp, P.C
  Davenport, IA
• 08/2016 → 05/2020
  Providence Catholic High School
  New Lenox, IL
• 08/2020 → Present
  St. Ambrose University
  Davenport, IA
• 05/2020 → 08/2020
  Unemployment
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-07-29 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Orland Park, IL
  Orland Park,, IL

Other Businesses

1)STRATEGIZE WEALTH MANAGEMENT GROUP, INC. POSITION: Office Assistant NATURE: This business takes part in individual financial planning, financial advising, investment advising, and Tax planning and returns. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2021 ADDRESS: 15255 S. 94th Avenue, Suite 524, Orland Park IL 60462, United States DESCRIPTION: Client data entry. Workflow management. Client meeting preparation. Appointment shadowing. Proposal creation under Principal's supervision. 2)STRATEGIZE TAXES AND 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 3)STRATEGIZE TAX LLC POSITION: Tax Preparer NATURE: I prepare tax returns for clients and e-file the return. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 10431 louetta lane, Suite 524, Orland Park IL 60462, United States DESCRIPTION: I gather client source documents. Analyze the data. Prepare the tax return by data entering the information into Drakesoftware. Then I E-file the return once completed. Lastly, I inform the head advisors of my completion and schedule an appointment for the client to review their return.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-29