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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-08-04 |
Branch Locations
909 St Joseph St Suite 101, Rapid City, SD 57701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casey Peterson, Ltd | Rapid City | SD | 06/2014 | Present |
| Avantax Planning Partners, Inc. | Rapid City | SD | 08/2023 | Present |
CASEY PETERSON LTD POSITION: Income Partner NATURE: full service accounting firm- accounting, audit, tax, compliance, advisory INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2014 ADDRESS: 909 St Joseph Street ste 101, Rapid City SD 57701, United States DESCRIPTION: Tax income partner- tax plan, prepare returns for clients
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