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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-11
  • IN RA
    APPROVED
    Since 2025-03-11

Branch Locations

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

21 Se Third St, Ste 500, Evansville, IN 47735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harding, Shymanski & Co., Psc Evansville IN 01/2007 Present
Avantax Planning Partners Evansville IN 03/2025 Present
Mater Dei High School Evansville IN 10/2024 Present
Avantax Investment Services Evansville IL 02/2025 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
  • 01/2007 → Present
    Harding, Shymanski & Co., Psc
    Evansville, IN
  • 03/2025 → Present
    Avantax Planning Partners
    Evansville, IN
  • 10/2024 → Present
    Mater Dei High School
    Evansville, IN
  • 02/2025 → 09/2025
    Avantax Investment Services
    Evansville, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Other Businesses

1)RONALD MCDONALD HOUSE CHARITIES OF THE OHIO VALLEY; Board Member, Treasurer; RMHC of the Ohio Valley offers parents and family members a respite from hospital waiting rooms. Our Houses provide a warm, comforting homelike environment complete with cozy beds, hot showers, home-cooked meals, and kitchen and laundry facilities; NIR; HRS 2; HR 2; 01/01/2019; 3540 Washington Ave, Evansville IN 47714, United States; I am the board treasurer and a member of the board of directors. I review the monthly financials with the finance committee as well as the budget and tax returns and financial statements. We also discuss fundraising events and assess how those are doing and if we should continue. 2) RESURRECTION CATHOLIC SCHOOL & CHURCH; Finance Committee President; I am the President of the Finance committee for Resurrection Catholic School and Church. I serve on the finance committee and parish council. NIR; HRS 2; HR 2; 05/01/2019; 5301 New Harmony Rd, Evansville IN 47720, United States; I am the President of the Finance committee for Resurrection Catholic School and Church. I review the monthly financials and lead all monthly meetings with our committee. In these meetings we review the financials, discuss internal controls, review budget, review tuition, voucher programs, etc. I do not have any signature authority over any bank accounts. We have a loan and all withdrawals require three members to sign. I am authorized to approve funds being withdrawn. The executor director requests the funds, I only sign as approval. I cannot request any funds. I also have no access to any software programs of the school or church. This is a volunteer position. 3) HARDING, SHYMANSKI & CO, PSC (ACCOUNTING FIRM); Vice President; Public accounting firm. Offer accounting & auditing, advisory services, outsourcing services, tax compliance & consulting, wealth management, and medical billing. NIR; HRS 50; HRS 40; 01/01/2007; 21 SE Third Street, Ste 500, Evansville IN 47708, United States; Vice President in Tax Dept. I specialize in tax compliance and consulting. Work with businesses and individuals with filing returns and advisory. Work in estate, trust, and succession planning. 4) HARDING, SHYMANSKI & COMPANY, PSC (WEALTH MANAGEMENT); Vice President NATURE: Public accounting firm. Offer accounting & auditing, advisory services, outsourcing services, tax compliance & consulting, wealth management, and medical billing.IR; HRS 40; HRS 40; 01/02/2007; 21 SE Third Street, Ste 500, Evansville IN 47708, United States; Meet with clients to review retirement planning, estate planning, succession planning. Help clients with tax efficient investment planning. 5) HSC WEALTH MANAGEMENT; Member; HSC Wealth Management is a partnership owned by four members equally. I am a 25% owner. HSC Wealth Management is used to pay business expenses and overhead. IR; HRS 20; HRS 20; 01/01/2025; 21 SE Third Street, Ste 500, Evansville IN 47708, United States; HSC Wealth Management is a partnership owned by four members equally. I am a 25% owner. HSC Wealth Management is used to pay business expenses and overhead. 6) MATER DEI HIGH SCHOOL; Head Coach; A private high school. Rooted in faith, this formative time spent at Mater Dei High School gives our students the best educational and spiritual foundation to find their niche and make a difference in our community and our world. NIR; HRS 20; HRS 0 10/15/2024; 1300 Harmony Way, Evansville IN 47720, United States; We have two 5th grade volleyball teams. Duties include attending games, coaching athletes, and hosting practices

Designations
Other Names
  • Lacy Nicole Bender
  • Lacy Nicole Haller
  • Lacy N Haller
  • Lacy Bender
  • Lacy N Bender

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