Deidre Nicole Budahl

Current Employers

Employment History

• 05/2006 → Present
  Casey Peterson & Associates, Ltd
  Rapid City, SD

Other Businesses

(1) I am a Partner and Accountant with Casey Peterson, Ltd., a regional CPA firm. I am located at 909 St. Joseph Street, Suite 101, Rapid City, SD 57701. I have been with the CPA firm since 2003. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. 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, LLP., a financial services firm. I am located at 909 St. Joseph Street, Suite 101, Rapid City, SD 57701. I have been with the firm since 01/2013. I work approximately 2-3 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 Board Member for Monument Health - Rapid City Hospital, a not-for-profit hospital located at 353 Fairmont Boulevard Rapid City, SD 57701. I have participated in this activity since 07/2015. The board's primary responsibility is for monitoring quality and safety of patient care in the Rapid City Market. I also serve in the compliance and audit committee which is focused on auditing physician compensation and compliance with Medicare and other regulations. I also serve on the finance committee which oversees the financial operations of the organization and the investment strategy. I devote approximately 1-5 hours per month to this activity, mostly during non-securities trading hours. (4) I am a Board Chair for the South Dakota Board Accountancy, a not-for-profit entity located at 301 East 14th Street, Suite 200 Sioux Falls, SD 57104. I have participated in this activity since 01/2017. I attend monthly meetings and preside over disciplinary hearings. I devote approximately 1-5 hours per month to this activity, mostly during non-securities trading hours. (5) I am a Member-Owner of GAB, LLC., a real estate rental entity. My participation is not securities-related or investment-related. The building owned by the entity is located at 612 S. Douglas Hwy, Gillette, WY 82716. My start date is 12/2014. I devote 1-5 hours a month, primarily during non-securities trading hours. I attend periodic member meetings. My participation is not securities-related or investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-21

Other Names

• Deidre Nicole Sorensen