Robert Dana Buckley

Current Employers

Employment History

• 12/1999 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 08/2007 → Present
  Denman & Company
  West Des Moines, IA

Previous Registrations

• 2009-09-28 → 2012-05-29
  Advantage Financial Services
  West Des Moines, IA

Other Businesses

(1) I am a Former Shareholder and Accountant with Denman & Company, LLP., a regional CPA firm. I am located at 1601 22nd Street, West Des Moines, IA 50266. I have been with the CPA firm since 08/2007. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax services, consulting, account services and valuation services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am an Advisor with Advantage Financial Services, a financial services firm located. I am located at 1601 22nd Street, West Des Moines, IA 50266. I have been with this firm since 08/2007. I work approximately 160 hours a month. I provide wealth management services to a variety of different clients and client types based on their individual financial needs and risk tolerances. Most of my work is during securities trading hours. My employment is investment-related. (3) I am a member-owner of and manager for SCOP, LLC., a commercial real estate rental entity. It is located at 1601 22nd Street, West Des Moines, IA 50266. I devote roughly 2-5 hours a month to this activity, primarily during non-securities trading hours. My duties include managing the property. My participation is not securities-related or investment-related. 4)DENMAN & COMPANY, LLP POSITION: Retired Partner NATURE: I work and am compenstated on an hourly basis for accounting and tax services. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2019 ADDRESS: 1601 22nd Street, Suite 400, West Des Moines IA 50266, United States DESCRIPTION: Accounting and tax services 5) SCOP, LC POSITION: President NATURE: Real estate property rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/25/1999 ADDRESS: 1601 22nd Street, Suite 400, West Des Moines IA 50266, United States DESCRIPTION: General Manager including tenant relations, financing matters, bill paying, tax filings, etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-16