Robert James Koch

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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