CK
Cheryl A. Kenitzer
AVANTAX PLANNING PARTNERS
Gillette, WY 82716
Some features on this profile are disabled
CRD#: 6629287
CK
Professional summary
Cheryl Ann Kenitzer, who also goes by Cheryl Ann Johnson, Cheryl Ann Kenitzerq, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Gillette, Wyoming.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cheryl has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cheryl Ann Johnson | Cheryl Ann Kenitzerq
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.
Casey Peterson & Associates, LTD, 909 St. Joseph Street, Suite 101, Rapid City, SD, 57701, branch office location: 612 S. Douglas Highway, Gillette, WY 82716.
Business is a CPA office and not investment related. Cheryl is a shareholder in the firm and the manager of the Gillette Wyoming office. She has worked with the firm since 1996. She works 12 months a years and approx. 2300 hours per year and 8 hours a day, generally during security trading hours. She manages the staff in the Gillette office. She meets with clients to prepare tax returns and is the audit partner over the employee benefit plan audit practice.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Ann Kenitzer'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 24, 2016 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 222 S. Gillette Ave, Ste 700, Gillette, WY 82716Office #2: 909 St. Joseph Street 6th Floor, Rapid City, SD 57701RIA
CRD#: 106237
Gillette, WY
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.Highlighted states indicate IAR registrations
IAR
South Dakota(3/24/2016)
IAR
Wyoming(8/14/2025)
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.
