Ruth Ellen Goran

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

• 01/1980 → Present
  Northeastern Illinois Univ
  Chicago, IL
• 01/1975 → Present
  Ruth Goran Cpa
  Skokie, IL
• 10/2001 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 06/2000 → Present
  Kidsight, Inc.
  Skokie, IL

Other Businesses

1) I am an owner of and the president for Entertain2Educate. The entity is not investment-related. The entity is located at 8631 North Keeler Ave, Skokie, IL 60076. I have been involved with the entity since 06/2017. Duties include research and technical materials provided to work with a playwright for developing original scripts to be used in continuing education programs. I devote approximately 20-25 hours per month to this activity, mostly during non-securities trading hours. 2) I am the Majority Shareholder of Creative Family Office, Inc., an extension of Ruth Goran, CPA firm. The activity is located at 8631 Keeler, Skokie, IL 60076. I have participated in this activity since 05/2019. I devote roughly 1-5 hours a month to this activity, primarily during non-securities trading hours. Among other periodic tasks, I work with current clients on QuickBooks and other accounting matters. My participation is not securities-related or investment-related. 3) I am President of Parks Earhart, a not-for-profit organization located at Skokie, IL 60076. I have participated in this activity since 04/2020. I research articles on women breaking the glass ceiling in business. I devote approximately 6-10 hours per month to this activity, mostly during non-securities trading hours. 4) RUTH GORAN CPA; Owner; CPA Tax practice, consulting, planning, accounting for closely held companies and their owners which includes check writing abilities for under a dozen clients who are not investment clients. That service is only for my CPA tax clients; NIR; HRS 200; HRS 130; 01/01/1980; 8631 NORTH KEELER AVENUE, Skokie IL 60076; Tax preparation for individuals, S corporations, C corporations, partnerships, and trusts.Review of company quickbooks for planning and tax preparation. Meetings with attorneys and financial advisors for estate and gift planning. I provide bill pay service for a very small group of my tax clients. 5) Brock Fountaine Inc; Treasurer; This entity was just created to focus on animals, and animal education. It is still in the start up phases. I have a 20% ownership.; NIR; 1; 11/15/2023; 8631 NORTH KEELER AVENUE Skokie IL 60076; I am the treasurer of this entity so I will keep the quickbooks and accounting. The entity was created 11-7-23 and has not been funded yet. 6) Charitable Boards; Board Member and Treasurer; Board member and treasurer non profit organization TWTC (Formerly The Womens Treatment Center); NIR; 10; 01/01/2013; 8631 NORTH KEELER AVENUE Skokie IL 60076; For TWTC I am the treasurer, and I assist with the auditor and tax preparation for the entities.This is all done on a voluntary basis. 7) Case Art Fund; Board Treasurer; I attend board meetings and prepare the tax returns for this entity on a voluntary basis; NIR; 1; 01/01/2019; 8631 NORTH KEELER AVENUE Skokie IL 60076; I attend board meetings that are held at least once a year. I also prepare the Federal and State tax returns on a voluntary basis for the non profit. 8) Design Museum of Chicago; Board member Treasurer; I work with the finance committee, accountant, and outside auditor to review and assist in the preparation of tax returns.; NIR; 10; 01/01/2013; 8631 NORTH KEELER AVENUE Skokie IL 60076; I am the treasurer and member of the finance committee and regularly attend meetings, assist with the audit and tax preparation for the entity. 9) One for One Chicago; Auxiliary board member; I attend a board meeting about once a year and discuss planning objectives with the executive director. I also will discuss financial statements and assist with tax preparation.; NIR; 1; 01/01/2021; 8631 NORTH KEELER AVENUE Skokie IL 60076; I attend a board meeting once a year and will have a few phone calls with the executive director regarding strategic planning. I review the financial statements and assist with the tax preparation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-16
• S63 Uniform Securities Agent State Law Examination
  1999-08-17