Kevin Peter Marso

Current Employers

Employment History

• 09/2017 → Present
  Hk Financial Services, Inc.
  Dubuque, IA
• 07/2013 → Present
  Erpelding, Voigt & Co., Llp
  Humboldt, IA
• 10/2023 → Present
  Erpelding, Voigt & Co., Llp
  Humboldt, IA
• 10/2023 → Present
  Erpelding, Voigt & Co., Llp
  Humboldt, IA

Other Businesses

(1) I am a Senior Accountant with Erpelding, Voigt & Co., LLP., a regional CPA firm primarily located in Iowa. I am located at 422 Sumner Ave., Humboldt, IA 50548. I have been with Erpelding Voigt since 2013. I work approximately 2650 hours a year. I provide services that are typically of public accounting, including tax services, consulting, account services and valuation services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am the Treasurer for the non-profit club Humboldt Rotary Club. MHA is not investment-related. It is a Section 501(c)(3) non-profit and is located at P.O. Box 64, Humboldt, IA 50548. I have been the treasurer since 2017. Duties include making deposits and paying bills, invoicing members for quarterly dues, and collection of dues billed. I devote approximately 10 hours per month, mostly during non-securities trading hours. 3)HUMBOLDT ROTARY CLUB POSITION: Treasurer NATURE: The Rotary club is a civic entity that raises funds to then donate to the local community through student scholarships and providing funds for various community projects of our choosing. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: PO Box 64, Humboldt IA 50548, United States DESCRIPTION: I am treasurer of the club and in charge of depositing funds from dues collected and fundraising activities. I have check writing authority for paying club bills, and provide the bookkeeping function through Quickbooks. 4) Self-employed farmer; farm operator; Management of a small farm operation on farmland attached to my residence.; NIR; 0; 01/01/2014; 1040 Michigan Avenue Bode IA 50519; Purchasing seed, chemicals, fertilizer, managing planting and harvesting of crops, marketing grain, etc. 5) Cinco Group, LLC; Partner; Business owns the real estate that is utilized for the operations of the CPA firm Erpelding, Voigt & Co., LLP.  The CPA firm pays rent to Cinco Group, LLC for usage of the buildings.; NIR; 2; 10/01/2023; 422 Sumner Avenue Humboldt IA 50548; My duties for the entity relate to general management and day-to-day maintenance of the building in Humboldt, IA. 6) Erpelding, Voigt & Co., LLP; Partner; I am an owner/partner in this CPA firm.; NIR; 130; 10/01/2023; 422 Sumner Avenue Humboldt IA 50548; I am a partner that services a book of tax clients and manages the staff in our Humboldt, IA office.  I meet with clients, review and sign tax returns, review and sign financial statements and related reports, as well as provide financial services through Avantax Planning Partners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-09