Myra Lynn Bakke

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

• 01/2021 → Present
  Avantax Planning Partners
  Dubuque, IA
• 01/1998 → Present
  Douglas Wilson & Company, P.C.
  Great Falls, MT

Other Businesses

1) I am a Shareholder and Accountant with Douglas Wilson and Company, P.C., a CPA firm. I am located at 1000 First Ave South, Great Falls, MT, 59401. I have been with the CPA firm since 01/1998. I work approximately 140 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) CMVV PROPERTIES LLC POSITION: PARTNER NATURE: PERSONAL USE RECREATIONAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2023 ADDRESS: 1000 1st Ave. South, Great Falls MT 59401, United States DESCRIPTION: BOOKKEEPING

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-09

Other Names

• Myra Lynn Scow
• Myra Lynn Van Lieshout