Chad Daniel Klyn

Current Employers

Employment History

• 06/2008 → Present
  Schuring & Uitermarkt, Pc Dba Welgaard Cpas And Advisors
  Pella, IA
• 01/2022 → Present
  S&U Real Estate Llc
  Pella, IA
• 01/2022 → Present
  Schuring & Uitermarkt Financial Services, Ltd. Dba Welgaard Fina
  Pella, IA
• 12/2023 → Present
  Avantax Planning Partners, Inc
  Pella, IA

Other Businesses

WONDER SPELEN POSITION: Director NATURE: Non-profit entity created to build an all-inclusive playground for kids. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2019 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: 1. Pay bills and make deposits2. Record activity in books3. File annual tax return4. Attend board meetings SCHURING & UITERMARKT FINANCIAL SERVICES, LTD. DBA WELGAARD FINANCIAL SERVICES POSITION: Shareholder NATURE: Financial services company for Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors collects commission revenue and pays for continuing education, software and fees related to financial services. Revenue sharing is distributed through Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors. Remaining profits are distributed to owners. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: I have no duties tied to this entity at this time, I solely own 17%. AVANTAX PLANNING PARTNERS INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and provide investment and financial planning to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/06/2023 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: 1. Primary communication with financial planning2. Assist clients with investment choices3. Review investment performance with clients SPARK OF LIFE MINISTRIES DBA CENTRAL IOWA TEENS ENCOUNTER CHRIST POSITION: Treasurer NATURE: Non-profit entity created that hosts three religious weekends for high school students during the year at different churches throughout Central Iowa. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2015 ADDRESS: 1405 W 1st Street, Pella IA 50219, United States DESCRIPTION: 1. Make deposits2. Pay bills3. Bookkeeping4. Provide financial reports5. Attend board meetings S&U REAL ESTATE LLC POSITION: Member NATURE: Real estate rented to Schuring & Uitermarkt PC (tax firm) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: No duties tied to this entity as this is passive ownership KIWANIS CLUB OF PELLA, IOWA POSITION: Treasurer NATURE: Non-profit social group that meets once a week and does fundraisers occasionally to raise money for kids of central Iowa. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2016 ADDRESS: 1405 W 1st Street, Pella IA 50219, United States DESCRIPTION: 1. Make deposits 2. Cut checks 3. Financial reporting of clubs finances4. Attend board meetings5. Help with fundraising as needed SCHURING & UITERMARKT, PC DBA WELGAARD CPAS AND ADVISORS POSITION: Shareholder NATURE: CPA Firm that offers tax preparation, tax planning, bookeeping, payroll services, retirement planning, estate planning, and investment planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2008 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: 1. Preparation of individual and business tax returns2. Client relationships 3. Management of staff 4. Management of firm5. Owner meetings

Designations

Other Names

• Chad D Klyn
• Chad Klyn