Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Lynn Sims is a registered investment advisor representative with Avantax Planning Partners, Inc. Wendy has been active in the industry since 1999 and is registered in the state of Iowa. Wendy is also a shareholder and accountant with Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm. Wendy is a shareholder and advisor with Schuring & Uitermarkt Financial Services, a financial services firm. Wendy also serves on the board of directors for Leighton Investment Company and the Pella Regional Health Center Foundation. Wendy is a member/owner of S & U Real Estate, Biotech Management, LLC., and Grootveld Family Farm, LLC.
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
01/01/1999 - Present
Avantax Planning Partners, Inc. (PELLA IA)
Active
Inactive
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