MV
Michael D. Vermeer
AVANTAX PLANNING PARTNERS
PELLA, IA 50219
Some features on this profile are disabled
CRD#: 4429228
MV
Professional summary
Michael Dean Vermeer, who also goes by Michael D Vermeer, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Pella, Iowa and CETERA WEALTH SERVICES, LLC located in Urbandale, Iowa.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael D Vermeer
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) SCHURING & UITERMARKT, P.C. - INSURANCE AND DBA POSITION: SHAREHOLDER NATURE: ACCOUNTING PRACTICE INVESTMENT RELATED: NO HOURS: 195 INVESTMENT RELATED HOURS: 0 START DATE: 12/18/1995 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: ACCOUNTING SERVICES 2) SCHURING & UITERMARKT FINANCIAL SERVICES POSITION: SHAREHOLDER NATURE: FINANCIAL & INSURANCE PRODUCTS INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 12/18/1995 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: FINANCIAL PLANNING & ESTATE ADVICE 3) BIOTECH MANAGEMENT, LLC POSITION: MEMBER NATURE: IDLE BIODIESEL PLANT INVESTMENT RELATED: NO HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 03/15/2006 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: PRODUCTION MANAGEMENT 4) S & U REAL ESTATE POSITION: MEMBER NATURE: REAL ESTATE RENTAL INVESTMENT RELATED: NO HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2006 ADDRESS: 102 E 15TH STREET, PELLA IA 50219 DESCRIPTION: REAL ESTATE RENTAL 5) AMJ HOLDINGS, LLC POSITION: MEMBER NATURE: REAL ESTATE INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 04/01/2011 ADDRESS: 139 AMSTERDAM DRIVE, PELLA IA 50219 DESCRIPTION: REAL ESTATE 6) BIOTECH MANAGEMENT, LLC POSITION: MEMBER NATURE: IDLE BIODIESEL PLANT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 03/15/2006 ADDRESS: 916 W 16TH STREET, PELLA IA 50219 DESCRIPTION: PRODUCTION MANAGEMENT 7) RADJAS, INC POSITION: Vice President NATURE: Drive-In Theatre INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2015 ADDRESS: 139 Amsterdam Drive, Pella IA 50219 DESCRIPTION: Board, Treasurer, Stockholder 8) WELGAARD FINANCIAL SERVICES POSITION: Advisor NATURE: Wealth management services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 40 START DATE: 12/01/1995 ADDRESS: 916 W 16th St, Pella IA 50219, United States DESCRIPTION: Refer CPA clients for advisory services as HKFS IAR and ProEquities RR 9) WELGAARD CPA, P.C. POSITION: Accountant NATURE: Full service public accounting and consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 12/01/1995 ADDRESS: 916 W 16th St, Pella IA 50219, United States DESCRIPTION: Accounting services
CRS (Client Relationship Summary) - RIA
Click below to view Michael Dean Vermeer'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
November 18, 1999 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 916 W 16th St, Pella, IA 50219RIA
CRD#: 106237
PELLA, IA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8550 New York Avenue, Urbandale, IA 50322Office #2: 916 W 16th Street, Pella, IA 50219BD
CRD#: 13572
URBANDALE, IA
Past
September 30, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
PELLA, IA
Past
August 20, 2001 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
PELLA, IA
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
Colorado(9/5/2025)
RR
Illinois(9/5/2025)
IAR
Iowa(11/18/1999)
RR
Iowa(9/5/2025)
RR
Missouri(9/5/2025)
Exams
State Security Law 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
