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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-12-14 |
Branch Locations
14971 224Th St, Box Elder, SD 57719 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casey Peterson, Ltd. | Rapid City | SD | 08/2006 | Present |
| Avantax Planning Partners, Inc | Rapid City | SD | 12/2023 | Present |
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.
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