Robert Michael Mccoy

Current Employers

Employment History

• 01/1999 → Present
  Honkamp Krueger Financial Services Inc
  Ames, IA
• 10/2009 → 09/2020
  Proequities, Inc
  Mason City, IA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Ames, IA
• 01/2000 → Present
  Mccoy Investment Services
  Ames, IA
• 01/1999 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Ankeny, IA
• 01/1999 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Ankeny, IA
• 01/2000 → Present
  Mccoy Investment Services
  Ankeny, IA
• 07/2020 → Present
  Avantax Planning Partners
  Ankeny, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ankeny, IA

Other Businesses

1) CITY NATIONAL BANK BUILDING LLC POSITION: MANAGER NATURE: FARM LAND RENTAL INV RLTD: No # OF HRS: 2 SEC TRDNG HRS:0 ST DT: 11/01/07 ADDRESS: 4207 NE Bellagio Circle, Ankeny IA 50021 DESCR: COLLECT CASH RENT & PAY BILLS FOR INSURANCE REPAIRS & RE TAXES 2) STATE & FEDERAL BUILDING LLC; MANAGER; FARM LAND RENTAL INV RLTD: No # OF HRS: 2 SEC TRDNG HRS:0 ST DT: 11/01/07 ADDR: 4207 NE Bellagio Circle, Ankeny IA 50021 DESCR: COLLECT RENT & PAY BILLS FOR INSURANCE, REPAIRS & RE TAXES 3) PARKVIEW BUILDING LLC POSITION: Owner & manager NATURE: LLC owns a residential town home in Fountain Hills, AZ, second home and is not rented out. INV RLTD: No # OF HRS:0 SEC TRDNG HRS0 ST DT: 06/01/19 ADDR: 4207 NE Bellagio Circle, Ankeny IA 50021, US DESCR: Residential property for personal use only. I pay HOA, real estate tax, insurance and utilities. 4) CARL & MARGARET ANDERSON IRREVOCABLE LIFE INSURANCE TRUST POS: Trustee NATURE: I receive an annual premium notice from the insurance company and request the trustor to deposit money into the trust checking account and then remit the check to pay the premium and request Crummey Power forms form the beneficiaries of the trust. INV RLTD: No No # OF HRS: 20 SEC TRDING HRS: 0 START DATE: 03/18/1997 ADDR: 1601 Golden Aspen Drive, Suite 107, Ankeny IA 50021, United States DESCR: I receive an annual premium notice from the insurance company and request the trustor to deposit money into the trust checking account and then remit the check to pay the premium and request Crummey Power forms form the beneficiaries of the trust. 5) LA LAMA CONDOMINIUM ASSOC.; Director; I am an owner of a residential condominium in the subject HOA and was appointed as a member of the board of directors. My duties will be to work with the HOA management company and participate in the governance of the HOA in accordance with the condominium articles and by- laws. NIR; HRS 3; HRS 3; 03/11/2025; 10037 N Centennial Peak Drive # 2, Fountain Hills AZ 85269, United States; I will participate on the board to discuss and evaluate issues for operations of the HOA including landscape and maintenance of common areas, monitoring expenses of the HOA to keep operating costs in line with the annual budget, attend monthly meetings. 6) MCCOY INVESTMENT SERVICES; Owner NATURE: Investment services as an Independent Adviser Representative of Avantax Planning Partners; IR; HRS 40; HRS 0; 01/03/2000; 4207 NE Bellagio Circle, Ankeny IA 50021, Ankeny IA 50021, United States; Investment services consisting of: Advising clients. Meet with clients jointly with a representative of Avantax Planning Partners. Respond to questions client may have on investments. Assist clients in financial planning. Provide financial education to retirement plan participants. 7) AVANTAX PLANNING PARTNERS; Independent Adviser Rep. NATURE: IAR to numerous investment clients and provide financial and investment planning. Investments are limited to asset allocation models utilized and offered by Avantax Planning Partners; IR; HRS 40; HRS 0; 07/01/2020; 4207 NE Bellagio Circle, Ankeny IA 50021, United States; Primary communication with investment clients, assist client in determining a suitable investment allocation choice based on risk tolerance, time horizon and investment objective. Review investment performance with client on an annual or semi-annual basis. Respond to questions from clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-11-09

Other Names

• Mike Mccoy