David Michael Charnot

Current Employers

Employment History

• 08/2017 → 05/2020
  University Of St. Francis
  Orland Park, IL
• 07/2017 → 09/2020
  Avantax Investment Services, Inc.
  Orland Park, IL
• 08/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 08/2016 → 12/2016
  Upper Iowa University
  Fayette, IA
• 01/2017 → 05/2017
  Moraine Valley Community College
  Palos, IL
• 05/2017 → 08/2017
  Quality Glass Block
  Morris, IL
• 06/2020 → 09/2020
  Avantax Advisory Services
  Orland Park, IL
• 06/2019 → 08/2019
  Merrill Lynch
  Chicago, IL
• 05/2018 → 08/2018
  Strategize Wealth Management
  Orland Park, IL
• 08/2020 → 11/2021
  Bank Of America, N.A.
  Rolling Meadows, IL
• 11/2021 → Present
  Strategize Wealth Management Group
  Orland Park, IL
• 11/2021 → 09/2025
  Avantax Investment Services Inc.
  Orland Park, IL
• 11/2021 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 11/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Orland Park, IL
• 01/2023 → Present
  Strategize Tax Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-11-26 → 2025-09-05
  Avantax Advisory Services
  Orland Park, IL
  Orland Park, IL
  Orland Park, IL
  Dallas, TX
• 2020-10-18 → 2021-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2020-06-15 → 2020-09-10
  Avantax Advisory Services
  Orland Park, IL

Other Businesses

1) STRATEGIZE TAX LLC POSITION: TAX PREPARER NATURE: The company prepares tax returns for the public and assists them in filing their returns for a fee. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2023 ADDRESS: 10431 LOUETTA LANE, ORLAND PARK IL 60467, United States DESCRIPTION: I prepare taxes using a PTIN, I facilitate the processing of tax returns for the public, I assist in the collection of payment of tax return fees from the public. 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 Wealth Management Group; Vice President; Business management - payroll, training, office, general admin, hiring. As a whole, the business is primarily involved in investment and tax advice. ; IR; 120; 11/16/2021; 15255 S 94th Ave Orland Park IL 60462;  I can offer investment advice and products to clients. Specifically, I work on payroll, run training sessions, hire advisors, manage office availability/schedule time to have office space, oversee all business operations of SWMG, provide compliance reviews.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-02

Other Names

• David Michael Charnot
• David M Charnot