Wendy Sue Albers

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

• 05/2008 → Present
  Schuring & Uitermarkt Pc Dba Welgaard Cpas And Advisors
  Pella, IA
• 01/2021 → Present
  Schuring&Uitermarktfinancialservicesltddbawelgaardfinancialservi
  Pella, IA
• 01/2021 → Present
  S&U Real Estate Llc
  Pella, IA
• 05/2010 → Present
  Tws Storage, Llc
  Pella, IA
• 08/2023 → Present
  Avantax Planning Partners, Inc
  Pella, IA
• 05/2008 → Present
  Schuring & Uitermarkt Pc Dba Welgaard Cpas And Advisors
  Pella, IA
• 05/2008 → Present
  Schuring & Uitermarkt Pc Dba Welgaard Cpas And Advisors
  Pella, IA

Other Businesses

1)TWS STORAGE LLC; Member; Previously owned storage facility. Payments now due to LLC on installment contract receivable from property sold are ACH deposited to bank account each month and then ACH distributed to members; NIR; HRS 1; HRS 0; 05/11/2010; 250 208th Ave, Pella IA 50219; Verify automatic ACH receipts/disbursements went through bank account, Tax Prep 2)AVANTAX PLANNING PARTNERS INC; IAR; IAR to numerous investment clients; IR; HRS 5; HRS 5; 08/15/2023; 916 W 16th Street, Pella IA 50219; Assist clients with estate and retirement planning 3)SCHURING & UITERMARKT PC DBA WELGAARD CPAS AND ADVISORS; Shareholder; Public accounting firm offering tax planning and preparation, payroll, bookkeeping, financial statements, sales tax, advisory services, wealth management, estate planning and retirement planning; IR; HRS 175; HRS 130; 05/05/2008; 916 W 16th Street, Pella IA 50219; Prepare and review tax returnsTax planning Consulting servicesAdvisory servicesWealth management meetings with clients and Avantax 4)SCHURING & UITERMARKT FINANCIAL SERVICES, LTD. DBA WELGAARD FINANCIAL SERVICES; Shareholder; Financial services company for Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors; NIR; HRS 1; HRS 0; 01/01/2021; 916 W 16th Street, Pella IA 50219; I have no duties tied to this entity at this time, I solely own 16%. 5)MARVIN D SEEKAMP TRUST; Co-Trustee; Trust established when my father passed away. Owns farm land that is rented for the benefit of my mother; NIR; HRS 1; HRS 0; 12/15/2007; 711 210th Ave, Pella IA 50219; My mother takes care of the operations as the other trustee. I have signing authority on bank accounts that I never use. I prepare the tax return. 6)SHARON E SEEKAMP TRUST; Co-Trustee; My mother's revocable trust. I'm co-trustee in the event she become incapacitated or passes away but I know very little about what assets are actually held in the trust; NIR; HRS 1; HRS 0; 10/01/2019; 711 210th Ave, Pella IA 50219; No duties at this time 7)SHARON SEEKAMP GRANDCHILDREN'S TRUST; Trustee; My mother's trust holding life insurance for the benefit of my children; NIR; HRS 1; HRS 0; 06/29/2017; 250 208th Ave, Pella IA 50219; No duties at this time. Premiums are being deducted from the life insurance policy cash value. 8)ERIC R RECKER IRREVOCABLE LIFE INSURANCE TRUST; Trustee; Life insurance trust - currently only making premium payments on life insurance policies; NIR; HRS 1; HRS 0; 10/25/2017; 504 Franklin Street, Pella IA 50219; Only duty is to prepare crummy letters 9)S&U REAL ESTATE LLC; Member; Real estate rented to Schuring & Uitermarkt PC (tax firm); IR; HRS 1; HRS 0; 01/01/2021; 916 W 16th Street, Pella IA 50219; no duties tied to this entity as this is passive ownership 10)HELEN CORINNE STEENHOEK IRREVOCABLE TRUST; Trustee; Life insurance trust - only making premiums payments on life insurance policy; NIR; HRS 1; HRS 0; 03/10/2023; 614 E Liberty Street, Pella IA 50219; Submit life insurance premium paymentsPrepare crummy letters 11)SPARK OF LIFE MINISTRIES; Treasurer; Nonprofit organization facilitating spiritual weekend retreats for high school students to build Christian community; NIR; HRS 2; HRS 0; 10/16/2023; 1405 W 1st Street, Pella IA 50219; Deposit registration fees and donationsPay billsReconcile bank account 12)ROBERT WEGTER RESIDUARY TRUST; Trustee; Trust created under the last will and testament of Robert Wegter for the support of his surviving wife and children; IR; HRS 1; HRS 0; 03/15/2024; 916 W 16th Street, Pella IA 50219; Oversee management of brokerage accountDistribute funds to beneficiariesPay expenses of trustFile annual tax return

Designations

• Personal Financial Specialist

Other Names

• Wendy S Albers
• Wendy Albers
• Wendy S Seekamp
• Wendy Seekamp