Jeffrey G Knapp

Current Employers

Employment History

• 11/2000 → 09/2020
  Proequities, Inc
  Algona, IA
• 02/2001 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 06/2006 → Present
  Erpelding, Voigt & Co.
  Algona, IA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Algona, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Algona, IA

Other Businesses

1) DBA AND INSURANCE: ERPELDING, VOIGT & CO, LLP; INVESTMENT RELATED; 307 EAST CALL STREET, ALGONA, IA 50511; PARTNER-CPA; FINANCIAL, TAX AND ACCOUNTING SERVICES; START-11/2000; 200 HRS/MONTH. 2) THE CINCO GROUP, LLC POSITION: Member NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2005 ADDRESS: 307 E. Call Street, Algona IA 50511, DESCRIPTION: This entity owns real estate leased to Erpelding, Voigt & Co. 3) Avantax Planning Partners, Inc. POSITION: IAR NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2002 ADDRESS: 3390 Asbury Rd., Dubuque IA 52002, DESCRIPTION: I am an IAR with APP and provide financial planning to our clients. 4) Sullivan Building Foundation, Inc. POSITION: Treasurer NATURE: Non-Profit Org. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 123 E. State Street, Algona, IA 50511, DESCRIPTION: Bookkeeping on a periodic basis, attend board meetings 5) Johanna Restoration Foundation, Inc. POSITION: Treasurer NATURE: Non-Profit Org. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: PO Box 678, Algona, IA 50511, DESCRIPTION: Bookkeeping on a periodic basis, attend board meetings 6) JOHANNA RESTORATION FOUNDATION, INC. POSITION: Treasurer NATURE: Treasurer, make deposits, pay bills, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2021 ADDRESS: 307 East Call Street, Algona IA 50511, United States DESCRIPTION: Treasurer, make deposits, pay bills, etc. 7) SULLIVAN BUILDING FOUNDATION, INC. POSITION: Treasurer NATURE: Treasurer, make deposits, pay bills. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2021 ADDRESS: 307 East Call Street, Algona IA 50511, United States DESCRIPTION: Treasurer, make deposits, pay bills 8) ALGONA ROTARY CLUB POSITION: Foundation Chair NATURE: Non-profit service club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 123 East State Street, Algona IA 50511, United States DESCRIPTION: Attend board meetings, update club on Rotary Foundation, 9) EVFS, LLC POSITION: Partner NATURE: EVFS, LLC is a single-member LLC wholly owned by Erpelding, Voigt & Co., LLP. The checkbook is used to pay business expenses and overhead. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/29/2011 ADDRESS: 307 East Call Street, Algona IA 50511, United States DESCRIPTION: EVFS is the checkbook used to pay business expenses and overhead. 10) Algona Community School Foundation; Board Member; Board member. Discuss treasurer report, discuss new gifts received by foundation, discuss allocation of gifts to students, scholarships to be awarded, etc.; NIR; 1; 11/13/2023; 600 S. Hale Street Algona IA 50511; Attend bi-monthly board of director meetings, discuss and approve treasurer report, discuss new gifts received by foundation, discuss and approve allocation of gifts to students, etc.?

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-02
• S63 Uniform Securities Agent State Law Examination
  2001-01-19