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Richard Tom Kaczor

Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

31 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. FiaOct 2024 to now
  4. Strategize Wealth Management Group IncFeb 2024 to now
  5. Clearview Wealth & Tax Advisors LLCMay 2022 to now
  6. Jc Family Construction Corp.Apr 2015 to now
  7. Real Property Concepts LLCAug 2011 to now
  8. Kaczor and Associates, LtdJan 1995 to now
  9. Avantax Advisory ServicesFeb 2022 to Sep 2025
  10. Avantax Insurance Agency, LLCFeb 2022 to Sep 2025
  11. Avantax Investment Services Inc.Feb 2022 to Sep 2025
  12. Cambridge Investment Research, Inc.Sep 2021 to Dec 2021
  13. Retirement Plan Advisors, LLCSep 2021 to Dec 2021
  14. Cetera Investment Advisers LLCOct 2020 to Jun 2021
  15. Genworth Financial Securities CorporationSep 2020 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (IL).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2446577
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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