Michael David Schlitter

Current Employers

Employment History

• 08/2022 → Present
  Avantax Advisory Services
  Okoboji, IA
• 11/2013 → Present
  Erpelding Voigt & Co., Llp
  Okoboji, IA
• 10/2022 → Present
  Avantax Planning Partners, Inc.
  Okoboji, IA

Previous Registrations

• 2022-09-30 → 2022-10-12
  Avantax Advisory Services
  Okoboji, IA

Other Businesses

1) ERPELDING VOIGT & CO., LLP POSITION: Senior Accountant NATURE: We are a tax and accounting firm that provides tax and advisory services to clients. We also provided financial services products through Avantax Planning Partners. I am a certified public accountant that prepares tax returns and provides tax advise to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2013; ADDRESS: 1801 Hwy 71 N, Okoboji IA 51355, United States; DESCRIPTION: 1. manage staff accountants and delegate work2. review tax returns3. advise clients4.maintain book of business5. cross sell services to clients 2) IOWA GREAT LAKES ROTARY CLUB POSITION: Treasurer NATURE: A service club that meets, supports community and international service projects. I contribute as donation my time in financial record keeping and my time in participating in fundraising in events and community service projects. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2018; ADDRESS: PO Box 132, Okoboji IA 51355, United States; DESCRIPTION: I am the treasurer and financial board member in charge of maintaining financial records and filing tax returns for this non-profit organization. 3) BINANCE.US POSITION: Trader NATURE: Buy crypto currency and trade crypto currency with family and friends. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2022; ADDRESS: 3705 Jackson Ave, Spirit Lake IA 51360, United States; DESCRIPTION: Transact within the account, maintain accurate records, study the market.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-30

Other Names

• Michael Schlitter
• Mike Schlitter