Leah Christine Heidler

Current Employers

Employment History

• 11/2008 → Present
  Casey Peterson, Ltd.
  Rapid City, SD
• 10/2022 → Present
  Avantax Planning Partners, Inc.
  Rapid City, SD

Previous Registrations

• 2022-06-28 → 2022-10-25
  Avantax Advisory Services
  Rapid City, SD

Other Businesses

CASEY PETERSON, LTD.; INCOME PARTNER; CPA ACCOUNTANT FOR CASEY PETERSON, LTD. AN ACCOUNTING FIRM DOING ACCOUNTING AND TAX WORK AS WELL AS BUSINESS DEVELOPMENT. ; IR; 130; 11/12/2008; 909 St. Joseph Street Rapid City SD 57701; IN CHARGE OF AN ACCOUNTING AND TAX BOOK OF BUSINESS IN WHICH CONDUCT TAX INTERVIEWS, FACILITATE ACCOUNTING WORK FOR CLIENTS, AND CONDUCT CLIENT CONSULTING IN TAX AND ACCOUNTING SOFTWARE AREAS. ALSO MANAGE EMPLOYEES IN THE AGRICULTURE INDUSTRY. ALSO A QUICKBOOKS PROADVISOR AND DO WEBINARS AND SEMINARS INSTRUCTING THE QUICKBOOKS SOFTWARE. ONCE LICENSED CAN OFFER INVESTMENT GUIDANCE AND PRODUCTS TO CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-24

Other Names

• Leah C Heidler
• Leah Christine Baltzer
• Leah C Baltzer