James Ray Gardner

Current Employers

Employment History

• 02/1999 → 06/2019
  Falco Ii, Llc
  Chadron, NE
• 01/2023 → Present
  Casey Peterson Ltd.
  Chadron, NE
• 01/2016 → 12/2022
  Gardner, Loutzenhiser & Ryan, Pc
  Chadron, NE
• 11/2014 → 12/2023
  Allen Capital Group, Llc
  Chadron, NE
• 02/2024 → Present
  Avantax Planning Partners, Inc
  Chadron, NE
• 12/2013 → Present
  Falco Properties, Llc
  Chadron, NE

Previous Registrations

• 2014-11-06 → 2023-12-18
  Allen Capital Group, Llc
  Chadron, NE
  Grand Island, NE
• 2001-02-06 → 2014-11-03
  Falco Financial Services, Inc.
  Chadron, NE

Other Businesses

1)AVANTAX PLANNING PARTNERS, INC; Investment Advisor Representative; IAR to numerous investment clients and provide financial investment planning to clients; IR; HRS 10; HRS 10; 02/06/2024; PO Box 447, 201 Main St, Chadron NE 69337; Primary communication with financial planning Assist clients with investment choicesReview investment performance with clients 2)RIDGEVIEW COUNTRY CLUB, INC; Board Treasurer; Golf course & clubhouse sales of food and beverage; NIR; HRS 4; HRS 1; 11/06/2018; 16611 US 385, Chadron NE 69337; Monthly Board meetings, review financial reports with the Board, listen to and respond to reports from Club House manager and Course Superintendent, make decisions with Board on purchasing capital outlay items and financing arrangements, both short-term and long-range planning, reviewing and amending policies as needed. 3)POST PLAYHOUSE, INC; Treasurer; Live theatre company, producing several musicals running in a repertory schedule every summer; NIR; HRS 12; HRS 12; 01/01/2023; 3200 US -20, Crawford NE 69339; Treasurer related functions. Pay all bills, collect donations, reconcile bank account, post transactions, prepare payroll, prepare tax returns & other financial reporting required. 4)CHADRON COMMUNITY FOUNDATION, INC; Board member; Local community foundation for holding donations for various community projects and organizations to promote the development of charitable, educational, cultural projects; NIR; HRS 1; HRS 1; 01/01/2017; PO Box 447, 201 Main St, Chadron NE 69337; Board member- 1 annual meeting- not much activity.Review and approval of financial reports.Review and approval of new fund's.Review and approval of removing funds no longer neededPreparation of annual 990EZ or 990-N 5)CHADRON COMMUNITY RECREATION; Board member; Sponsor / promote community rec activities; NIR; HRS 1; HRS 0; 03/07/1988; PO Box 447, 201 Main St, Chadron NE 69337; Monthly board meetings, Listen to financial report from board treasurer, listen to activity report from the community recreation director FALCO PROPERTIES, LLC; Member; Rental Partnership; IR; HRS 2; HRS 2; 12/02/2013; 201 Main St, PO Box 447, Chadron NE 69337; This partnership owns the buildings that our CPA firm rents from along with a couple buildings next to our current office for future expansion potential. collecting rents and paying a few bills 6)ST PATRICKS CHURCH; Finance committee, Parish Council President; Catholic Church; IR; HRS 2; HRS 1; 01/01/2010; 364 Cedar St, Chadron NE 69337; Finance committee member- 1. Assistance with preparation of annual budget 2. Review monthly financial reports prepared by the Parish Secretary 3. Review monthly total contribution comparison report prepared by the Parish Secretary 4. Visit with the Parish priest on finance related questions as the need arises 5. Review and monitorstatus of the capital campaign for a new parish center. 6. Meetings are sporadic and are called when either the Parish priest or a member of the finance committee feels a need for a meeting.Parish Council President- 1. Lead bi-monthly meetings 2. Short-term and long range planning3. Review board recommendations with the Parish priest of anything that may need to be addressed4. Review overview of church finances 5. Approval of capital campaign project, planning, and timeframe for completion. 7)CASEY PETERSON LTD; Executive Consultant; CPA Firm provide tax preparation, tax planning, bookkeeping. payroll, auditing, financial planning and investment planning services; IR; HRS 180; HRS 130; 01/01/2023; 201 Main St, PO Box 447, Chadron NE 69337; I am in both the Tax Department and Audit Department, but mostly Tax. I am responsible for final review of my clients tax returns and audit engagements.1. Consulting with management of Casey Peterson on firm adminstration.2. Tax preparation review and meeting with clients.3. Review audits4. Review bookkeeping and financial statement preparation services5. Tax and financial planning with clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-28

Designations

Other Names

• James R Gardner
• James Gardner
• Jim Ray Gardner
• Jim Gardner