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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ray Eggebraaten is an Investment Advisor Representative at Avantax Planning Partners, Inc. Kevin has been in the securities industry since 2001. Kevin holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Kevin has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Kevin also has experience working with Avantax Investment Services, Inc. and PROEQUITIES, INC. In addition to his work at Avantax Planning Partners, Inc., Kevin is a Managing Director of Casey Peterson, LTD DBA Casey Peterson CPAs & Financial Advisors, a full-service public accounting firm.
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.
1
2
SD
01/16/2001 - Present
Avantax Planning Partners, Inc. (Box Elder SD)
SD
06/05/2001 - 09/30/2020
PROEQUITIES, INC. (RAPID CITY SD)
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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