Best Investors Account Sign in
Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 1999-11-18
  • IA RA
    APPROVED
    Since 1999-11-18

Branch Locations

916 W 16Th St, Pella, IA 50219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities Pella IA 07/2001 09/2020
Avantax Planning Partners, Inc Pella IA 11/1999 Present
Schuring & Uitermarkt, Pc Pella IA 01/1995 Present
Avantax Investment Services, Inc. Pella IA 09/2020 09/2025
Welgaard Cpa, P.C. Pella IA 12/1995 Present
Cetera Wealth Services, Llc Urbandale IA 09/2025 Present
  • 07/2001 → 09/2020
    Proequities
    Pella, IA
  • 11/1999 → Present
    Pella, IA
  • 01/1995 → Present
    Schuring & Uitermarkt, Pc
    Pella, IA
  • 09/2020 → 09/2025
    Avantax Investment Services, Inc.
    Pella, IA
  • 12/1995 → Present
    Welgaard Cpa, P.C.
    Pella, IA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Urbandale, IA
Other Businesses

1) SCHURING & UITERMARKT, P.C. - INSURANCE AND DBA POSITION: SHAREHOLDER NATURE: ACCOUNTING PRACTICE INVESTMENT RELATED: NO HOURS: 195 INVESTMENT RELATED HOURS: 0 START DATE: 12/18/1995 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: ACCOUNTING SERVICES 2) SCHURING & UITERMARKT FINANCIAL SERVICES POSITION: SHAREHOLDER NATURE: FINANCIAL & INSURANCE PRODUCTS INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 12/18/1995 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: FINANCIAL PLANNING & ESTATE ADVICE 3) BIOTECH MANAGEMENT, LLC POSITION: MEMBER NATURE: IDLE BIODIESEL PLANT INVESTMENT RELATED: NO HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 03/15/2006 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: PRODUCTION MANAGEMENT 4) S & U REAL ESTATE POSITION: MEMBER NATURE: REAL ESTATE RENTAL INVESTMENT RELATED: NO HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2006 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: REAL ESTATE RENTAL 5) AMJ HOLDINGS, LLC POSITION: MEMBER NATURE: REAL ESTATE INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 04/01/2011 ADDRESS: 139 AMSTERDAM DRIVE, PELLA IA 50219 DESCRIPTION: REAL ESTATE 6) BIOTECH MANAGEMENT, LLC POSITION: MEMBER NATURE: IDLE BIODIESEL PLANT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 03/15/2006 ADDRESS: 916 W 16TH STREET, PELLA IA 50219 DESCRIPTION: PRODUCTION MANAGEMENT 7) RADJAS, INC POSITION: Vice President NATURE: Drive-In Theatre INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2015 ADDRESS: 139 Amsterdam Drive, Pella IA 50219 DESCRIPTION: Board, Treasurer, Stockholder 8) WELGAARD FINANCIAL SERVICES POSITION: Advisor NATURE: Wealth management services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 40 START DATE: 12/01/1995 ADDRESS: 916 W 16th St, Pella IA 50219, United States DESCRIPTION: Refer CPA clients for advisory services as HKFS IAR and ProEquities RR 9) WELGAARD CPA, P.C. POSITION: Accountant NATURE: Full service public accounting and consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 12/01/1995 ADDRESS: 916 W 16th St, Pella IA 50219, United States DESCRIPTION: Accounting services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-09-13
  • S63 Uniform Securities Agent State Law Examination
    2001-09-13
Other Names
  • Michael D Vermeer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pella, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor