Brook Allison Skram

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

• 07/2024 → Present
  Avantax Planning Partners, Inc.
  Urbandale, IA
• 08/2020 → Present
  Welgaard Cpas & Advisors
  Urbandale, IA
• 05/2005 → 08/2020
  Jama C Runyan, Cpa
  La Porte City, IA

Other Businesses

1) CEDAR VALLEY BANK & TRUST POSITION: Director NATURE: Small town Iowa bank, located in a rural community. Services banking and deposits for customers and provides loans to individuals, small businesses and farmers. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 321 Main St, La Porte City IA 50651, United States DESCRIPTION: Attend monthly meetings to review bank activity (policies, financial information, loan documentation, employment matters, etc.), discuss and vote on pertinent matters regarding the Bank. 2) WELGAARD CPAS & ADVISORS POSITION: Client Manager NATURE: Tax preparation and small business accounting servicing individuals and small businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/17/2020 ADDRESS: 916 W 16TH ST, Pella IA 50219, United States DESCRIPTION: Prepare individual and small business income tax returns, tax planning and bookkeeping and financial statement services.

Designations

• Personal Financial Specialist

Other Names

• Brook Allison Runyan