Best Investors Account Sign in
Inactive

Terra Jane Norton

Avantax Planning Partners, Inc.

Gillette, WY

Claim This Profile
Current Employers
Avantax Planning Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2020-09-11
  • WY RA
    APPROVED
    Since 2020-09-11

Branch Locations

2001 West Lakeway Rd Ste A, Gillette, WY 82718 • 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
Proequities, Inc Gillette WY 01/2004 09/2020
Above The Line, Cpas Gillette WY 06/2003 Present
Avantax Investment Services, Inc. Gillette WY 09/2020 11/2024
Avantax Planning Partners, Inc. Dubuque IA 07/2020 Present
Avantax Insurance Agency And/Or Avantax Insurance Services Gillette WY 10/2020 Present
  • 01/2004 → 09/2020
    Proequities, Inc
    Gillette, WY
  • 06/2003 → Present
    Above The Line, Cpas
    Gillette, WY
  • 09/2020 → 11/2024
    Avantax Investment Services, Inc.
    Gillette, WY
  • 07/2020 → Present
    Dubuque, IA
  • 10/2020 → Present
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Gillette, WY
Other Businesses

1) DBA AND INSURANCE: ABOVE THE LINE CERTIFIED PUBLIC ACCOUNTANTS, NOT INVESTMENT RELATED; 2001 W. LAKEWAY ROAD, SUITE A GILLETTE, WY 82718; PARTNER AND ACCOUNTANT; OWNER,CPA; STARTED 01/2007; 160 HRS/MO. 2) Avantax Planning Partners; INDEPENDENT RIA; START-06/29/2004; 10 HRS/MO. 3) PRONGHORN ESTATES PROFESSIONAL CENTER; NOT INVESTMENT RELATED; 2001 W. LAKEWAY ROAD GILLETTE WY 82718; RENTAL OF OFFICE SPACE INCLUDING OUR CPA FIRM; OWNER, LANDLORD; STARTED 01/2007; 10 HRS/MO. 4) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Insurance Agent NATURE: License to sell Life, Health and Disability Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2020 ADDRESS: 2001 West Lakeway, Suite A, Gillette WY 82718, United States DESCRIPTION: needs analysis to determine level of insurance needsobtain insurance quotesassist client in completing application 5) WOMEN'S RESOURCE CENTER OF NORTHEAST WYOMING; POSITION: Volunteer Board Member NATURE: Non-profit board of directors for Crisis Pregnancy Center INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023; 706 W 8th St, Gillette WY 82716, Establish policies for the operations of WRC and ensuring that the bylaws, policies and procedures are followed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-11
S63 Uniform Securities Agent State Law Examination 2004-03-27
  • S65 Uniform Investment Adviser Law Examination
    2020-09-11
  • S63 Uniform Securities Agent State Law Examination
    2004-03-27
Other Names
  • Terra Jane Bierei
  • Terra Jane Bierei

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Gillette, WY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor