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Casey Craven Peterson

Avantax Planning Partners, Inc.

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About Casey Craven Peterson

Casey Craven Peterson is a financial advisor associated with Avantax Planning Partners, Inc. Casey has been in the financial services industry since 1977. Casey has a Series 65 registration with the state of South Dakota and is an Investment Advisor Representative (IAR). Casey specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Casey is also an accountant with Casey Peterson, Ltd., a regional CPA firm.

Firm Information

Casey Peterson is currently registered with Avantax Planning Partners, Inc.. Avantax Planning Partners, Inc. is a financial advisory firm based in DUBUQUE, IA, with over 248 investment adviser representatives and 92 registered representatives. They offer financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and have over $6.3 billion in regulatory assets under management. They primarily work with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
Avantax Planning Partners, Inc.

3390 ASBURY ROAD

DUBUQUE, IA 52002-2801

$6.38B

Assets Under Management

4

Total Clients

163

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Peterson’s Registration & Firm History

SD

02/07/2001 - Present

Avantax Planning Partners, Inc. (RAPID CITY SD)

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Licenses & Designations

IA

Issued 01/27/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Craven Peterson.
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