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Robert James Koch

Avantax Planning Partners, Inc.

Roseville, MN

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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 2014-12-02
  • MN RA
    APPROVED
    Since 2014-12-02

Branch Locations

2675 Long Lake Road, Roseville, MN 55113 • 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
Olsen Thielen & Co. Roseville MN 11/1996 Present
  • 11/1996 → Present
    Olsen Thielen & Co.
    Roseville, MN
Other Businesses

YES. OLSEN THIELEN& CO. LTD. 2675 LONG LAKE ROAD, ROSEVILLE, MN 55016. FULL SERVICE CPA FIRM, EQUITY SHAREHOLDER, STARTED NOVEMBER 1996. WORK 200 HOURS PER MONTH. HOURS ARE MOSTLY DURING SECURITY TRADING HOURS. THIS IS NOT AN INVESTMENT RELATED BUSINESS. I DEVOTE LESS THAN 40 HOURS PER YEAR TOWARD SECURITY BUSINESS REFERRALS. MOSTLY DISCUSSION WITH POTENTIAL CLIENTS. MOST OF THE TIME I WORK WITH MY AUDIT AND TAX CLIENTS ON COMPLIANCE WORK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-25
  • S65 Uniform Investment Adviser Law Examination
    2014-11-25

View on SEC IAPD

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