Thad Anthony Lichter

Current Employers

Employment History

• 11/2008 → Present
  Erpelding, Voigt & Co, Llp
  Algona, IA
• 08/2009 → 09/2020
  Proequities, Inc
  Algona, IA
• 11/2009 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Algona, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Algona, IA

Other Businesses

1.DBA AND INSURANCE: ERPELDING, VOIGT & CO. LLP; INVESTMENT RELATED; 307 E. CALL STREET, ALGONA, IA 50511; TAX PREPARATION, REVIEW & PLANNING, ACCOUNTING & PAYROLL SERVICES; PARTNER; STARTED 11/2008; 200 HRS/MO. 2. Avantax Planning Partners; INVESTMENT ADVISOR REP; START-11/04/2009; 20 HRS/MO. THE CINCO GROUP, LLC POSITION: PARTNER NATURE: REAL ESTATE RENTAL INVESTMENT RELATED: NO HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2011 ADDRESS: 307 E. CALL, ALGONA IA 50511 DESCRIPTION: COMMERCIAL BUILDING REAK ESTATE RENTAL PARTNERSHIP Avantax Planning Partners, INC. POSITION: IAR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 11/04/2009 ADDRESS: 3390 ASBURY ROAD, DUBUQUE IA 52002 DESCRIPTION: IAR ERPELDING, VOIGT & CO., LLP POSITION: PARTNER NATURE: CPA FIRM INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 8 START DATE: 11/17/2008 ADDRESS: 307 E. CALL, ALGONA IA 50511 DESCRIPTION: TAX PREPARATION, REVIEW & PLANNING ACCOUNTING & PAYROLL SERVICES MLICHTER FINE ART DESIGN POSITION: Employee NATURE: Design/Art INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 121 S. Dodge, Algona IA 50511, United States DESCRIPTION: General labor and bookkeeper.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-27
• S63 Uniform Securities Agent State Law Examination
  2009-09-15

Other Names

• Thao Anthony Lichter