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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
217 Lucas St. Bldg. A, Mt. Pleasant, SC 29464 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Offerman & Company | Mt. Pleasant | SC | 06/1982 | Present |
| Avantax Invesment Services, Inc. | Mt. Pleasant | SC | 04/2002 | 09/2025 |
| Avantax Advisory Services | Mt. Pleasant | SC | 03/2010 | 09/2025 |
| Avantax Insurance Agency | Mt. Pleasant | SC | 01/2012 | 09/2025 |
| Richard C. Kasprak | Mount Pleasant | SC | 01/1982 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)RICHARD C. KASPRAK CHFC, CASL, CLU POSITION: Insurance Sales Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1982 ADDRESS: 217 Lucas Street Bldg A, Mount Pleasant SC 29464, United States DESCRIPTION: Selling individual major medical or Medicare supplement insurance policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-24 |
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