Lance Dieleman

Current Employers

Employment History

• 03/2024 → Present
  Avantax Planning Partners, Inc
  Urbandale, IA
• 06/2010 → Present
  Schuring & Uitermarkt Pc Dba Welgaard Cpas & Advisors
  Urbandale, IA
• 01/2020 → Present
  S&U Real Estate Llc
  Pella, IA
• 01/2020 → Present
  Schuring&Uitermarktfinancialservicesltddbawelgaardfinancialservi
  Pella, IA
• 03/2024 → Present
  Avantax Insurance Agency, Llc
  Urbandale, IA

Other Businesses

1) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES. POSITION: Insurance agent NATURE: Selling insurance products approved through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2024 ADDRESS: 10550 New York Ave Suite 100, Urbandale IA 50322, United States DESCRIPTION: meet with clients, find insurance product needs and provide best options 2) 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: 03/01/2024 ADDRESS: 10550 New York Ave Suite 100, Urbandale IA 50322, United States DESCRIPTION: 1. Primary communication with financial planning. 2. Assist clients with investment choices. 3. Review investment performance with clients. 3) S&U REAL ESTATE LLC POSITION: shareholder NATURE: This entity owns two buildings the CPA firm I'm a shareholder in owns. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: Review financials, vote on annual distributions to owners, assist in major repair or other financial decisions. 4) 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. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 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 11%. 5) URBANDALE FOOD PANTRY POSITION: Finance committee member NATURE: The Urbandale Food Pantry is a collaborative, community effort to reach out to our neighbors and provide food assistance with dignity and compassion.? I am on the finance committee for this organization. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2022 ADDRESS: 7611 Douglas Ave, Suite 34/35, Urbandale IA 50322, United States DESCRIPTION: I am on the finance committee for this organization. We review the budget, the financials, discuss cash flow and how much cash to keep in checking, savings or CDs. 6) SCHURING & UITERMARKT PC DBA WELGAARD CPAS & ADVISORS POSITION: shareholder NATURE: Public accounting firm offering tax planning and preparation, payroll, bookkeeping, financial statements, sales tax, advisory services, wealth management, estate planning and retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 225 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2010 ADDRESS: 10550 New York Ave Suite 100, Urbandale IA 50322, United States DESCRIPTION: My top five job responsibilities are: 1) Tax preparation for individual and business clients. 2) review work (bookkeeping and tax preparation) prepared by staff. 3) I am a client manager where I am responsible for managing the work for over 500 clients to ensure work is prepared timely and accurately. 4) Wealth management - work with our Avantax Planning Partner Financial Planning Consultant to service existing wealth management clients and identify and reach out to potential prospects. 5) Shareholder of this corporation that includes attending meetings once or twice a month to review financials and address issues that rise to an ownership level issue.

Designations

Other Names

• Lance Alan Dieleman
• Lance A Dieleman