Troy Gordon Klunick

Current Employers

Employment History

• 06/2024 → 09/2025
  Avantax Investment Services Inc.
  Springfield, IL
• 06/2024 → 09/2025
  Avantax Advisory Services
  Springfield, IL
• 06/2017 → Present
  Eck, Schafer & Punke Llp
  Springfield, IL
• 01/2015 → 06/2017
  Bkd Cpas & Advisors
  Saint Louis, MO
• 01/2025 → Present
  Esp Wealth Management, Llc
  Springfield, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Springfield, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-27 → 2025-09-05
  Avantax Advisory Services
  Springfield, IL
  Dallas, TX

Other Businesses

1)CAPITAL AREA SPORTS COMMISSION POSITION: Treasurer NATURE: Operate as the treasurer for Capital Area Sports Commission (CASC). CASC is a small not-for-profit organization that operates with the goal of bringing youth and amateur sporting events to the Springfield Illinois area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 109 N. Seventh Street, Springfield IL 62701, United States DESCRIPTION: As treasurer, it is my responsibility to file all yearly reports with the IRS and state of Illinois. It is my responsibility to write checks and keepcurrent financial records. 2) ECK, SCHAFER & PUNKE, LLP POSITION: Tax Manager NATURE: Full service accounting firm. Provides clients with tax, auditing and accounting services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2017 ADDRESS: 227 South Seventh Street, Springfield IL 62701, United States DESCRIPTION: As a tax manager, I help my clients file tax forms to stay in compliance with the IRS and state authorities. I provide tax planning for clients. I manage staff that help prepare tax forms for my clients. I handle billing form my clients. I help prepare tax returns for more senior coworkers. 3) ESP WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: Referring Advisor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2025 ADDRESS: 227 South Seventh Street, Springfield IL 62701, United States DESCRIPTION: Client meetings, work with FA to develop recommendations for CPA clients, client relationship management, handle client referrals)

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27