Kevin Eggebraaten (CRD# 4352928) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Rapid City, SD and has over 23 years of experience in the finance industry.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Rapid City, SD | Sep 2020 - Current | 3 |
| Avantax Planning Partners, Inc. | Rapid City, SD | Jan 2001 - Current | 23 |
| Cp Financials | Rapid City, SD | Jan 2001 - Current | 23 |
| Casey Peterson, Ltd Dba Casey Peterson Cpas & Financial Advisors | Rapid City, SD | Jan 1993 - Current | 31 |
| Casey Peterson & Associates | Rapid City, SD | Jan 1993 - Jul 2023 | 30 |
| Proequities | Rapid City, SD | Jan 2001 - Sep 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
- SD
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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