Lori Lyn Larson

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

• 08/2006 → Present
  Casey Peterson, Ltd.
  Rapid City, SD
• 12/2023 → Present
  Avantax Planning Partners, Inc
  Rapid City, SD

Other Businesses

1. WEST RIVER ESTATE AND FINANCIAL PLANNING COUNCIL POSITION: Board Member NATURE: The board coordinates speakers that provide monthly CPE to the estate planning community in Rapid City. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2023 ADDRESS: 222 New York Street, Rapid City SD 57701, United States DESCRIPTION: I am a board member in charge of finding speakers to provide monthly CPE to the estate planning community in Rapid City. I attend monthly meetings is January and February to find the speakers and then attend the speaker presentations throughout the summer. 2. AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and provide financial and investment planning to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/06/2023 ADDRESS: 909 ST JOSEPH STREET STE 101, Suite 101, RAPID CITY SD 57701, United States DESCRIPTION: Primary communication with financial planning, assist clients with investment choices, and review investment performance with clients 3. CASEY PETERSON, LTD. POSITION: Income Partner NATURE: Full service CPA firm providing tax, audit and accounting services. We offer tax planning, tax preparation, tax consulting, investment planning, retirement planning, and estate planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/28/2006 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: I interview and provide tax advice to clients, oversee staff, prepare tax returns and review tax returns. I provide revisions to returns and do year-end tax planning consultations and tax projections. I consult and provide training to other staff members and their clients.

Designations

• Personal Financial Specialist

Other Names

• Lori Larson
• Lori Lyn Conard
• Lori L Larson
• Lori L Conard
• Lori Conard