Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennie? Claim Your ProfileJennie Marie Steinmetz is an Investment Adviser Representative at Avantax Planning Partners, Inc. Jennie is registered with the state of South Dakota. Jennie has been a financial professional since 2013. Jennie holds a Series 65 license and is a tax services manager at Casey Peterson, Ltd. Jennie is a dedicated and experienced financial professional who is committed to helping clients reach their financial goals.
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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SD
03/05/2021 - Present
Avantax Planning Partners, Inc. (Rapid City SD)
IA
Issued 02/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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