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Current Employers
Avantax Planning Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 1999-01-01
  • IA RA
    APPROVED
    Since 1999-01-01

Branch Locations

4920 Pleasant Street Suite #1, West Des Moines, IA 50266 • United States

Granger, IA • 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
Darr & Olson, L.C. West Desmoines IA 01/1996 Present
Proequities Granger IA 09/2001 09/2020
Avantax Planning Partners, Inc. West Des Moines IA 01/1999 Present
Avantax Investment Services, Inc. West Des Moines IA 09/2020 09/2025
Cetera Wealth Services, Llc Polk City IA 09/2025 Present
Darr & Tymeson, Lc D/B/A Financial Care Professionals Lc West Des Moines IA 01/2020 Present
  • 01/1996 → Present
    Darr & Olson, L.C.
    West Desmoines, IA
  • 09/2001 → 09/2020
    Proequities
    Granger, IA
  • 01/1999 → Present
    West Des Moines, IA
  • 09/2020 → 09/2025
    Avantax Investment Services, Inc.
    West Des Moines, IA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Polk City, IA
  • 01/2020 → Present
    Darr & Tymeson, Lc D/B/A Financial Care Professionals Lc
    West Des Moines, IA
Other Businesses

1) FINANCIAL CARE PROFESSIOANLS LC - DBA POSITION: PRESIDENT NATURE: CPA FIRM INVESTMENT RELATED: NO HOURS: 80 INVESTMENT RELATED HOURS: 4 START DATE: 01/01/1996 ADDRESS: 4920 PLEASANT ST, WEST DES MOINES IA 50266 DESCRIPTION: FIRM MANAGEMENT, TAX, ACCOUNTING AND FINANCIAL STATEMENT PREPARATION 2) RIA THROUGH HONKAMP KRUEGER FINANCIAL SERVICES; 3) DARR FINANCIAL SERVICES LC POSITION: Manager NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 11/01/1997 ADDRESS: 4920 pleasant street suite 1, West Des Moines IA 50266, United States DESCRIPTION: Brokerage and investment and risk management 4) AVANTAX PLANNING PARTNERS, INC. POSITION: IAR NATURE: Investment/Risk Mgmt INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 10/01/1998 ADDRESS: 6200 Aurora Ave #600w, Urbandale IA 50322, United States DESCRIPTION: financial planning, investment management, risk management 5) AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: I'm a registered investment adviser rep and licensed insurance agent, providing wealth management services under my approved d/b/a, Darr Financial Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1999 ADDRESS: 4920 Pleasant Street, Suite #1, West Des Moines IA 50266, United States DESCRIPTION: Providing wealth management services on behalf of APP's investment adviser and insurance agency. 6) NAME OF OTHER BUSINESS: DARR & TYMESON, LC D/B/A FINANCIAL CARE PROFESSIONALS LC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, PLANNING, CONSULTATION, COMPILATION AND REVIEW ENGAGEMENT;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-11-05
  • S63 Uniform Securities Agent State Law Examination
    2001-11-05
Designations
Other Names
  • Michael J. Darr

View on SEC IAPD

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