Kayce Lind Gerlach

Current Employers

Employment History

• 12/2002 → Present
  Casey Peterson, Ltd.
  Rapid City, SD
• 01/2013 → Present
  Cp Financial Services Llp
  Rapid City, SD
• 12/2015 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA

Other Businesses

(1) I am a Shareholder and Accountant with Casey Peterson, Ltd, a regional CPA firm. I am located at 909 St. Joseph Street, Rapid City, SD. I have been with the CPA firm since 12/2002. I work approximately 160 hours a month. 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. (2) I am a Shareholder and Advisor with CP Financial Services, a financial services firm located. I am located at 909 St. Joseph Street, Suite 101, Rapid City, SD 57701. I have been with CP Financial since 01/2013. I work approximately 160 hours a month. I provide wealth management services to a variety of different clients and client types based on their individual financial needs and risk tolerances. Most of my work is during securities trading hours. My employment is investment-related. (3) I am a Shareholder of the Gillette Accounting Building, LLC. This is not investment related. Address is 612 South Douglas Highway, Gillette, Wyoming 82716. The nature of this business is real estate rental property. Position held is Member/Owner, which began in 12/2013. No additional hours per week devoted to this entity. Any hours devoted would be during security trading hours. I am not a manager, and only I attend an annual meeting. (4) I am a Board Member and Treasurer for Central States Fair, Inc., located at 800 San Francisco St, Rapid City SD 57701. I have participated in this activity since 03/2020. I work approximately 11-20 hours a month. I provide bookkeeping services and attend periodic executive committee meetings. Most of my work is during non-trading hours. My participation is not investment-related. (5) I am a Board Member and Treasurer/Secretary for Black Hills Community Economic Development, a non-profit organization located at 730 E Watertown Street, Suite 102, Rapid City, SD 57701. I have participated in this activity since 11/2019. I work approximately 1-5 hours a month. I attend periodic board meetings and sign documents that are sent to the SBA. Most of my work is during non-trading hours. My participation is not investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-23

Other Names

• Kayce Lind Roseth