Aaron Robert Greteman

Current Employers

Employment History

• 08/2007 → Present
  Erpelding, Voigt & Co, Llp
  Algona, IA
• 10/2007 → 09/2020
  Proequities, Inc
  Algona, IA
• 03/2008 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Algona, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Algona, IA

Other Businesses

ERPELDING, VOIGT & CO.; 307 E CALL ST ALGONA IA 50511; POSITION: CPA NATURE: CPA RELATED ACTIVITIES INCLUDING TAX PREPARATION INVESTMENT RELATED: NO HOURS: 200 INVESTMENT RELATED HOURS: 8 / 08/27/2007 DESCRIPTION: PARTNER - TAX RETURN PREPARATION, AUDIT, AND BOOKKEEPING MONSIGNOR LAFFERTY TUITION FOUNDATION POSITION: Board of Directors NATURE: Tuition Foundation INVESTMENT RELATED: HRS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 1821 Jackson Street, Sioux City IA 51105, Volunteer board member. CINCO GROUP, LLC/307 East Call, Algona, IA 50511/ Partner/ Rental Real Estate/ 16% ownership/ CINCO ownes the real estate for our CPA practice/ Investment related/ 10/1/2010/ 0 hrs per month, 0 hrs during trading hrs./ ERPELDING, VOIGT FINANCIAL SERVICES LLC POSITION: Manager NATURE: Separate SMLLC owned by the CPA firm that pays overhead bills relating to the financial services business. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 307 East Call Street, Algona IA 50511, United States DESCRIPTION: Accounting for Financial Services Business

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-08
• S63 Uniform Securities Agent State Law Examination
  2007-12-10