Todd Asper

Current Employers

Employment History

• 10/2024 → Present
  Avantax Planning Partners
  Urbandale, IA
• 08/2023 → Present
  Welgaard Cpas & Advisors
  Urbandale, IA
• 01/2023 → 08/2023
  Tjs Cpas
  Urbandale, IA
• 03/2019 → 12/2023
  Renew Properties
  Urbandale, IA
• 01/2017 → 12/2018
  Carbitrage Llc
  Urbandale, IA
• 08/2016 → 12/2016
  Unemployed
  Urbandale, IA

Other Businesses

1) Rental property; Owner; Owner of one single family home, owned jointly with my wife Rebecca.  We own it 100%, I would not call it 50/50 as we are the same tax entity as married filing jointly. This home is rented out for profit.; IR; 0; 09/01/2023; 1593 NW 90th St Clive IA 50325; Home maintenance, setting up leases, collecting rent, answering phone calls/texts from tenants. 2) Asper Commodity Partnership; Partner; Family partnership with passive investments.  Currently, the significant majority of the funds are invested in Predictive Fitness Inc (TriDot), a fitness training software company. A small amount is invested in Investors Recovery Fund LLC, a fund trying to recoup losses from an investment in Tiny Homes Vacations, LLC. This partnership is for family use only (not investment clients), and future investments will need to be approved by compliance.; IR; 0; 01/07/2011; 7924 Roseland Dr Urbandale IA 50322; Help review potential investments, or help make decisions regarding current investments.  The last time we made a new investment was over a year ago - the need for decisions are rare.  The partnership mostly just holds the funds.  I also prepare the tax return for the partnership.  I don't have 5 duties. 3) Welgaard CPAs & Advisors; Client Manager; Offer tax preparation services for individual tax returns, business tax returns, nonprofit 990s.  Offer financial statement reviews and financial statement audits.; NIR; 120; 08/01/2023; 10550 New York Ave #100 Urbandale IA 50322; prepare individual tax returns, prepare business tax returns, prepare nonprofit 990s, assist with financial statement reviews, assist with financial statement audits. 4) Welgaard CPAs & Advisors Wealth Management Services; Client Manager; Provide services alongside APP advisors in areas including Tax planning; insurance review; estate planning; investment planning; Long term care planning.; IR; 5; 08/01/2023; 10550 New York Ave Ste 100 Urbandale IA 50322; Tax planning; insurance review; estate planning; investment planning; Long term care planning. 5) Avantax Planning Partners, Inc; Investment Advisor Representative; IAR to numerous investment clients. To provide investment and financial planning to clients.; IR; 5; 10/08/2024; 10550 New York Ave Ste 100 Urbandale IA 50322; Primary communication with financial planning, Assist client with investment choices, Review investment performance with clients.

Designations

Other Names

• Todd Christian Asper