RK
RK

Richard Kaczor

11 Years of Experience
Schaumburg, IL
BrokerSells Insurance

Richard Kaczor is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

1015 W Wise Rd, Ste 101, Schaumburg, IL, 60193

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Richard owns Clearview Wealth & Tax Advisors LLC, where he provides investment and insurance advice. He also works with Strategize Wealth Management Group Inc. for networking and marketing, sells equity index annuities through Avantax Insurance Agency Inc. and FIA, manages rental properties through Real Property Concepts LLC, and is president of Kaczor & Associates Ltd, spending nearly full-time on tax and business services.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
February 2022 - September 2025 · 3 yrs 7 mos
Avantax Advisory Services
February 2022 - September 2025 · 3 yrs 7 mos
Retirement Plan Advisors, LLC
September 2021 - January 2022 · 4 mos
Cambridge Investment Research, INC.Broker
September 2021 - December 2021 · 3 mos
Cetera Investment Advisers LLC
October 2020 - June 2021 · 8 mos
Cetera Financial Specialists LLCBroker
October 2020 - June 2021 · 8 mos
Genworth Financial Securities CorporationBroker
June 2010 - December 2011 · 1 yr 6 mos
PFS Investments INC.Broker
April 2009 - December 2009 · 8 mos
PFS Investments INC.Broker
November 2005 - May 2007 · 1 yr 6 mos
Questar Capital CorporationBroker
September 2002 - November 2003 · 1 yr 2 mos
World Group Securities, INC.Broker
April 2002 - August 2002 · 4 mos
Wma Securities, INC.Broker
January 2001 - April 2002 · 1 yr 3 mos
State Registrations4 states
FLILNVWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.