Carter Michael Leach

Current Employers

Employment History

• 04/2025 → 09/2025
  Avantax Investment Services Inc
  Springfield, IL
• 04/2025 → 09/2025
  Avantax Advisory Services
  Springfield, IL
• 02/2025 → Present
  Eck, Schafer & Punke, Llp
  Springfield, IL
• 02/2025 → Present
  Esp Wealth Management, Llc
  Springfield, IL
• 05/2024 → 08/2024
  Esp Wealth Management, Llc
  Springfield, IL
• 05/2024 → 08/2024
  Eck, Schafer & Punke, Llp
  Springfield, IL
• 09/2014 → 05/2020
  Full Time Education
  Rochester, IL
• 09/2020 → 05/2021
  Lincoln Land Community College
  Springfield, IL
• 09/2021 → 05/2023
  Southern Illinois University
  Edwardsville, IL
• 09/2023 → 12/2024
  University Of Illinois
  Springfield, IL
• 06/2023 → 05/2024
  Lowes Home Improvement
  Springfield, IL
• 08/2024 → 01/2025
  Illinois Educators Credit Union
  Springfield, IL
• 06/2020 → 08/2020
  Unemployed
  Rochester, IL
• 06/2021 → 08/2021
  Unemployed
  Rochester, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Springfield, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-08-14 → 2025-09-05
  Avantax Advisory Services
  Springfield, IL
  Dallas, TX

Other Businesses

1) Eck, Schafer, and Punke, LLP; Wealth Management Coordinator; This is a CPA firm - they offer accounting services to their clients.; No; 1; 0; 02/02/2025; 227 South Seventh Street Springfield IL 62701; I do not currently hold any responsibility under this entity but it is the entity name that I receive compensation for my duties under ESP Wealth Management, LLC. 2) ESP Wealth Management, LLC; Wealth Management Coordinator; This entity provides wealth management services through its financial advisors. This entity provides assistance identifying wealth management needs and objectives that are then acted upon with tax-efficient solutions. Provides investment guidance and products to clients.; Yes; 160; 130; 02/02/2025; 227 South Seventh Street Springfield IL 62701; I provide administrative assistance to financial professionals. This includes creating new accounts, answering phone calls, setting up review meetings, Docupacing paperwork, among other administrative activities.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-14

Other Names

• Carter Leach