Cory Ronald Ritter

Current Employers

Employment History

• 11/2022 → Present
  Avantax Planning Partners, Inc.
  Monticello, MN
• 07/2001 → Present
  Schlenner Wenner & Co, Cpa's
  Monticello, MN
• 12/2013 → Present
  Monticello Equity Partners Llc
  Monticello, MN

Other Businesses

1. 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 utilized and offered by Avantax Planning Partners and American Funds for smaller accounts such as IRA and SIMPLE IRA accounts which are less than Avantax Planning Partners desired account size. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/31/2022 ADDRESS: 114 West 3rd St, Monticello MN 55362, United States DESCRIPTION: Primary communication with investment clients, assist client in determining a suitable investment allocation choice based on risk tolerance, time horizon, and investment objective. Review investment performance with client on an annual or semi-annual basis. Respond to questions from clients. 2. MONTICELLO EQUITY PARTNERS LLC POSITION: Manager NATURE: Commercial Building Rental - rent 4 suites out to tenants in a 16,500 square foot building. Rent out professional office space to tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/12/2013 ADDRESS: 114 West 3rd St, PO Box 284, Monticello MN 55362, United States DESCRIPTION: Handle all accounting functions - pay bills, make deposits, prepare trial balance for tax return preparation, handle rental opportunities, update lease agreements. 3. MONTICELLO CHAMBER OF COMMERCE & INDUSTRY POSITION: Treasurer NATURE: Support, serve, and enhance all business sectors in the Monticello area. Strengthen communication among businesses, industry, school, government, service orgs, and area residents. Business advocacy, Community partner, Economic Development INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 118 West 6th Street, Suite B, Monticello MN 55362, United States DESCRIPTION: Attend board meetings, Attend annual banquet, coordinate chamber events, present monthly financials to board of directors, help facilitate the annual budget for review by board. 4. SCHLENNER WENNER & CO, CPA'S POSITION: Partner NATURE: Full-Service CPA Firm offering tax preparation, financial statement preparation, payroll preparation, business valuations, for profit and non-profit audits, and consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/21/2001 ADDRESS: 114 West 3rd St, PO Box 755, Monticello MN 55362, United States DESCRIPTION: Client Service Partner primarily in tax and accounting services - manage 16 employees, business tax returns, business financial statements, business consulting, cash flow consulting, and personal income tax returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-30

Other Names

• Cory Ritter
• Cory R Ritter