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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sohn is a financial advisor with Avantax Planning Partners, Inc. in OKOBOJI, IA. Brian has been in the industry since 2007. Brian has a wide range of experience in financial planning, portfolio management, and tax services. Brian is also a Certified Public Accountant (CPA). Brian provides financial planning services for individuals, families, and businesses. Brian has a commitment to helping clients achieve their financial goals. Brian’s approach is personalized, and he takes the time to get to know his clients and their needs. Brian is a valuable resource for anyone looking for help with their financial planning. Brian is also a partner at ERPELDING, VOIGT & CO. in OKOBOJI, IA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
09/24/2007 - Present
Avantax Planning Partners, Inc. (OKOBOJI IA)
IA
11/19/2007 - 09/30/2020
PROEQUITIES, INC. (OKOBOJI IA)
BC
Issued 11/16/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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