Broker Check

Our Firm

Rick Cepak founded Cepak Financial Services in June of 1995 based on a concern that client's financial futures involved "more than just investments."  Wouldn't it be nice to coordinate several financial needs and wouldn't it make sense to do it at one location.

With this thought in mind, Rick began offering Investments, tax and insurance services, conveniently located in Ennis, to serve the community where he grew up.  Since then the firm has expanded and adopted use of the 8 Wealth Management Issues TM a trade-marked program provided by Avantax Investment ServicesSM, the largest tax based broker-dealer in the nation.  This program helps address many of the needs that arise in our financial futures.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.