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Current Employers
Avantax Planning Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-09-29
  • MN RA
    APPROVED
    Since 2017-09-29

Branch Locations

3050 Metro Drive Suite 3050, Minneapolis, MN 55425 • 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
Boyum & Barenscheer Pllp Minneapolis MN 12/2015 Present
Hk Financial Services, Inc. Dubuque IA 09/2017 Present
  • 12/2015 → Present
    Boyum & Barenscheer Pllp
    Minneapolis, MN
  • 09/2017 → Present
    Hk Financial Services, Inc.
    Dubuque, IA
Other Businesses

I am an Accountant & Partner with Boyum & Barenscheer, PLLP, a regional CPA firm located in Minneapolis, MN. I am located at 3050 Metro Drive, Suite 3050. I have been with Boyum & Barenscheer since December 2015. I work approximately 2650 hours a year. I provide services that are typically 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-22
  • S63 Uniform Securities Agent State Law Examination
    2000-09-22
Designations

View on SEC IAPD

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