Deshayne Rae Hoag

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

• 07/2012 → Present
  Casey Peterson, Ltd
  Rapid City, SD
• 07/2024 → Present
  Avantax Planning Partners
  Rapid City, SD

Other Businesses

1) CASEY PETERSON, LTD POSITION: Income Partner NATURE: Casey Peterson, Ltd provides tax, assurance, consulting, and financial advisory services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2012 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: I am an income partner at Casey Peterson, LTD. I have a book of clients that I work directly with and manage their engagements, typically attest/audit or consulting services. Effective January 1, I will be a shareholder (owner) in the firm. In my role with the firm, I could bring on a client for financial advisory services. 2) AVANTAX PLANNING PARTNERS POSITION: Independent Adviser Rep. NATURE: Avantax Planning Partners provides financial advisory services to clients such as retirement planning, legacy planning, business and tax planning. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/12/2024 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: I will be meeting with clients, coordinating meetings with Avantax financial planning consultants, advising clients regarding services Avantax can provide, and answering questions that may arise.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-25

Other Names

• Deshayne Rae Nye
• Deshayne R Nye
• Deshayne R Hoag