KE
Kevin R. Eggebraaten
AVANTAX PLANNING PARTNERS
RAPID CITY, SD 57701
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CRD#: 4352928
KE
Professional summary
Kevin Ray Eggebraaten is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Rapid City, South Dakota and CETERA WEALTH SERVICES, LLC located in Rapid City, South Dakota.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kevin has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) AVANTAX PLANNING PARTNERS, INC. POSITION: IAR NATURE: IAR INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 01/01/2000 ADDRESS: 909 ST. JOSEPH STREE, RAPID CITY SD 57701 DESCRIPTION: IAR BUSINESS 2) GILLETTE ACCOUNTING BUILDING LLC POSITION: LLC Member NATURE: Commercial Rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2013 ADDRESS: 612 S Douglas Hwy, Gillette WY 82716, United States DESCRIPTION: Commercial Building Owner of 11.2% 3) CP FINANCIAL SERVICES, LLP POSITION: Partner NATURE: Financial Services Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/16/2000 ADDRESS: 909 St. Joseph Street Suite 100, Rapid City SD 57701, United States DESCRIPTION: Financial Service Revenue - Partner 4) AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: RIA firm with which I am registered to provide IAR business services to my clients under my d/b/a name Casey Peterson Ltd. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2000 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Meet with referred clients together with our firm's assigned FPC 5) CASEY PETERSON, LTD DBA CASEY PETERSON CPAS & FINANCIAL ADVISORS POSITION: Managing Director NATURE: Full service public accounting firm INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/1993 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Provide tax preparation, consulting, bookkeeping services
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Ray Eggebraaten's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 16, 2001 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 909 St. Joseph Street Suite 101, Rapid City, SD 57701RIA
CRD#: 106237
RAPID CITY, SD
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 909 St. Joseph Street Suite 101, Rapid City, SD 57701BD
CRD#: 13572
RAPID CITY, SD
Past
September 30, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
RAPID CITY, SD
Past
June 5, 2001 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
RAPID CITY, SD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/5/2025)
IAR
South Dakota(1/16/2001)
RR
South Dakota(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Rapid City, SD 57701TRUST BUT VERIFY
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