AG
Aaron R. Greteman
AVANTAX PLANNING PARTNERS
ALGONA, IA 50511
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CRD#: 5435804
AG
Professional summary
Aaron Robert Greteman is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Algona, Iowa and CETERA WEALTH SERVICES, LLC located in Algona, Iowa.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Aaron has worked at 4 firms and has passed the Series 65, Series 63, SIE 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.
ERPELDING, VOIGT & CO.; 307 E CALL ST ALGONA IA 50511; POSITION: CPA NATURE: CPA RELATED ACTIVITIES INCLUDING TAX PREPARATION INVESTMENT RELATED: NO HOURS: 200 INVESTMENT RELATED HOURS: 8 / 08/27/2007 DESCRIPTION: PARTNER - TAX RETURN PREPARATION, AUDIT, AND BOOKKEEPING MONSIGNOR LAFFERTY TUITION FOUNDATION POSITION: Board of Directors NATURE: Tuition Foundation INVESTMENT RELATED: HRS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 1821 Jackson Street, Sioux City IA 51105, Volunteer board member. CINCO GROUP, LLC/307 East Call, Algona, IA 50511/ Partner/ Rental Real Estate/ 16% ownership/ CINCO ownes the real estate for our CPA practice/ Investment related/ 10/1/2010/ 0 hrs per month, 0 hrs during trading hrs./ ERPELDING, VOIGT FINANCIAL SERVICES LLC POSITION: Manager NATURE: Separate SMLLC owned by the CPA firm that pays overhead bills relating to the financial services business. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 307 East Call Street, Algona IA 50511, United States DESCRIPTION: Accounting for Financial Services Business
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Robert Greteman'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
March 12, 2008 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 307 East Call Street, Algona, IA 50511RIA
CRD#: 106237
ALGONA, IA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 307 East Call Street, Algona, IA 50511BD
CRD#: 13572
ALGONA, IA
Past
September 30, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ALGONA, IA
Past
October 23, 2007 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
ALGONA, 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
IAR
Iowa(3/12/2008)
RR
Iowa(9/5/2025)
Exams
State Security Law Exam
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
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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.
