Carl Zegan is a registered investment advisor, based in Orland Park, IL, with 22 years of industry experience.
Location
15255 S. 94th Suite 200, Orland Park, IL, 60462
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Regulatory History
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
Carl is an insurance sales agent with Avantax Insurance Agency, selling various annuity and insurance products. He is also a financial advisor with Strategize Wealth Management Group, dedicating nearly full-time hours to financial planning and advising, and prepares taxes for clients of Strategize Tax Services, LLC, taking about 10-20% of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
State Registrations5 states
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