Scott Ray Hoyles

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

• 10/2008 → Present
  Olsen Thielen & Co. Ltd
  Roseville, MN

Other Businesses

I AM A FULL TIME EMPLOYEE OF OLSEN THIELEN & CO,LTD. A PUBLIC ACCOUNTING FIRM, 2675 LONG LAKE ROAD, ROSEVILLE, MN 55113. START DATE WAS OCTOBER 2008. THE BUSINESS IS A CPA FIRM AND NOT INVESTMENT RELATED. I AM A TAX PRINCIPAL WITH THE FIRM WORKING APPROXIMATELY 200 HOURS PER MONTH ON AVERAGE. I MANAGE PERSONNEL TAXES, DO RETURN COMPLIANCE REVIEW, LEAD OUR SMALL BUSINESS NICHE CALLED BUSINESS ACCOUNTING SOLUTIONS WHICH IS BACK OFFICE ACCOUNTING AND PAYROLL ON THE CLOUD. MY WORK HOURS OF 2080 PER YEAR ARE DONE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-01

Other Names

• Scotty R Hoyles