Zach Josef Van Sambeek

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Casey Peterson, Ltd
  Rapid City, SD
• 11/2023 → Present
  Avantax Planning Partners, Inc.
  Rapid City, SD
• 11/2023 → Present
  Cp Financial Services, Llp
  Rapid City, SD

Other Businesses

1. CASEY PETERSON, LTD POSITION: Income Partner NATURE: Casey Peterson, LTD provides bookkeeping, payroll, tax preparation, tax planning, audit services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2015 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Provide tax and compliance services for individual and business entities. Provide business valuation services for gift, estate, and transaction purposes. Assist in audit and reviewed financial statement preparation. 2. CP FINANCIAL SERVICES, LLP POSITION: Investment Advisor Representative NATURE: Provide assistance with investments, financial planning, insurance, annuities, and retirement plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/08/2023 ADDRESS: 909 ST JOSEPH ST, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Meet with clients to assist in financial planning, retirement planning, and investment decisions. Also advise on tax planning in coordination with their investments. 3. AVANTAX PLANNING PARTNERS, INC POSITION: Investment Advisor Representative NATURE: IARto 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 that Avantax Planning partners desired account size. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/08/2023 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Primary communication with investment clients, assist client in determine 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?

Designations

• Personal Financial Specialist

Other Names

• Zach J Van Sambeek
• Zach Vansambeek