Robert R Speer

Current Employers

Employment History

• 07/2008 → Present
  Mcchesney Martin Sagehorn, Pc
  Lexington, NE
• 01/2023 → Present
  Avantax Planning Partners, Inc.
  Lexington, NE

Other Businesses

1. LEXINGTON LIONS CLUB POSITION: Treasurer NATURE: Provide monthly financial report at club meeting.Pay all club bills after being approved at club officer meeting. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/04/2022 ADDRESS: 1506 Freedom Ln, Lexington NE 68850, United States DESCRIPTION: I'm an club officer...TreasurerI have input, but decisions are made as a group during officer meeting, or general member meeting. 2. AVANTAX PLANNING PARTNERS, INC. POSITION: investment advisor representative NATURE: iar to numerous investment clients, and provide financial and investment planning...investments are limited to asset allocation models utilize and offer by avantax planning partners and american funds for smaller accounts such as IRA, and simple IRA accounts which are less that avantax planning partners determine account size INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/18/2022 ADDRESS: 115 W 6th Street, Lexington NE 68850, United States DESCRIPTION: primary communication with investment clients, assist client in determining a suitable investment allocation based on risk tolerance, time & investment objective. Review investment performance with client on annual, or semi-annual basis. Respond to questions from clients. 3. MCCHESNEY MARTIN SAGEHORN PC POSITION: Director NATURE: Accountant - CPAPreparer tax returns for individuals, corporations, partnerships & S-Corps*bookkeeping*payroll*tax preparation - individual, partnership & corporations*financial statement preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 07/21/2008 ADDRESS: 115 W 6th Street, Lexington NE 68850, United States DESCRIPTION: Accountant - CPAPreparer tax returns for individuals, corporations, partnerships & S-Corps* owner in charge of Lexington, NE office activities* Avantax planning work with clients* tax preparation for individuals, partnerships & corporations* payroll preparation for clients* financial statement preparation for clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-02

Other Names

• Robert Speer
• Robert Ray Speer