John Kenneth Lancaster

Current Employers

Employment History

• 08/2010 → Present
  Porte Brown Llc
  Elk Grove Village, IL
• 05/2023 → 09/2025
  Avantax Investment Services Inc.
  Elk Grove Village, IL
• 05/2023 → 09/2025
  Avantax Advisory Services
  Elk Grove Village, IL
• 01/2024 → Present
  Porte Brown Wealth Management
  Elk Grove Village, IL
• 01/2024 → 09/2025
  Avantax Insurance Agency And / Or Avantax Insurance Services
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-08-25 → 2025-09-05
  Avantax Advisory Services
  Elk Grove Village, IL

Other Businesses

1)PORTE BROWN LLC POSITION: Partner NATURE: Porte Brown LLC Partner : Duties : Provide tax services to our corporate clients, tax prep and planning. Provide tax services to our individual clients, tax return, . In addition, we also have tax planning meetings with the individual during the year. Provide consulting services for our current corporate clients. These services could be items such as answering questions about a business purchase, business sale, discussing tax impacts of fixed asset acquisitions, and discussing tax credits/deductions. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 128 START DATE: 08/02/2010 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007 DESCRIPTION; tax/financial reporting services . Reviewing tax returns for clients in which I am the return signer. Reviewing financial statements , Reviewing audit and review engagements in which I am the engagement partner. Prepare and review the billing of individual and corporate clients in which I am the partner in charge. Oversee clients in which I am the partner in charge, including meeting with clients periodically during the year to discuss their tax returns, tax planning, or financial statements of their company. 2)PORTE BROWN WEALTH MANAGEMENT POSITION: Advisor NATURE: Refer clients to Ron, Abe, and Nicky. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2024 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007 DESCRIPTION: Referring advisor 3) Palatine Area Chamber of Commerce; Board Treasurer; Organization is a city chamber of commerce. I currently serve as the treasurer on the board of directors of the organization. Duties in which the board presides:1.Reviewing events sponsored by the Palatine Area Chamber of Commerce and approving events in which this Chamber sponsors. These are events such as business expos, golf outings, and networking events for small business owners.2. Establishing committees for events that are sponsored by the Palatine Area Chamber of commerce. A board member is encouraged to participate in at least one of these committees during the calendar year.3. Attend monthly board meetings. These board meetings include a review of any past or upcoming events, as well as discussing new/current Chamber members.4. Discuss and determine ways to promote small businesses within the Chamber. This could be through including their business name on the Palatine Area Chamber of Commerce website, including their business name at a sponsored event, or reaching out to them to have them host an event at their business location.5. Recruit new members to the Palatine Area Chamber of Commerce, as well as answer any questions for any current members.; NIR; 2; 01/01/2023; 3400 W Stonegate Blvd Arlington Heights IL 60005; I currently serve as the treasurer of the Palatine Area Chamber of Commerce. The duties in which I preside in this role:1. Attend monthly board meetings to discuss current events of the Chamber, as well as upcoming events.2. Provide updates of bank account balances to board members.3. Work with outside accountant to answer their questions on any bookkeeping of the Chamber.4. Answer questions above budgets of upcoming events, as well as answer questions about the revenue that was received for any events that were sponsored by the Chamber.5. Volunteer for one event committee a year. The committee that I currently serve is we put on a small business expo event in the city of Palatine. I assist with recruiting businesses to attend the expo as well as helping them set up at the event.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-25

Other Names

• John Kenneth Lancaster
• John Lancaster
• John Kenneth Lancaster