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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-08-05 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
10550 New York Ave, Suite 100, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. | Urbandale | IA | 07/2024 | Present |
| Welgaard Cpas & Advisors | Urbandale | IA | 08/2020 | Present |
| Jama C Runyan, Cpa | La Porte City | IA | 05/2005 | 08/2020 |
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.
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