Jennifer Elizabeth Penning

Current Employers

Employment History

• 10/2020 → Present
  Erpelding, Voigt & Co., Llp
  Algona, IA
• 11/2022 → Present
  Avantax Planning Partners, Inc.
  Algona, IA
• 01/2013 → 09/2020
  Hogan-Hansen, Pc
  Mason City, IA

Other Businesses

1. AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: Investment advisor representative to numerous 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: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/02/2022 ADDRESS: 307 E. Call Street, Algona IA 50511, United States DESCRIPTION: Primary communication with investment clients, assist client in determining a suitable investment allocation choice base 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. ERPELDING, VOIGT & CO., LLP POSITION: Senior Accountant NATURE: Providing tax preparation, business planning, financial reporting services, personal financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 10/12/2020 ADDRESS: 307 E. Call Street, Algona IA 50511, United States DESCRIPTION: Meet with clients to tax plan and prepare taxes.Prepare income tax returns for clients.Prepare payroll and sales taxes for clients.Meet with clients to answer tax and business related questions. Provide wealth management services to clients.Bill clients for work I do. 3. ALGONA FAMILY YMCA POSITION: Board Member NATURE: I am a board member for the local YMCA and sit on the finance committee. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2023 ADDRESS: 2101 E McGregor St, Algona IA 50511, United States DESCRIPTION: Vote on budget and policy changes.Vote on matters related to management of the director of the Algona Family YMCA.set the strategic direction of the YMCA 4. PENNING RENTAL POSITION: Owner NATURE: Rent out cold storage building and grain bins. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2024 ADDRESS: 902 105th Street, Bode IA 50519, United States DESCRIPTION: Assist husband in maintaining property and collecting rental income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-07

Other Names

• Jennifer Elizabeth Faber
• Jennifer Penning
• Jennifer E Penning