ER
Ebony L. Rahe
AVANTAX PLANNING PARTNERS
Spencer, IA 51301
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CRD#: 7193992
ER
Professional summary
Ebony Lee Rahe, who also goes by Ebony Lee Dewall, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Spencer, Iowa.
Ebony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ebony has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ebony Lee Dewall
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)I am an Accountant with Williams & Company, P.C., a regional CPA firm. I am located at 203 North Grand Avenue, Spencer, IA 51301. I have been with the CPA firm since 01/2002. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. 2) HARRIS-LAKE PARK CSD POSITION: School Board President NATURE: school board president with check signing authority, although not sole signing authority INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 905 South Market St, Lake Park IA 51347, United States DESCRIPTION: school board president
CRS (Client Relationship Summary) - RIA
Click below to view Ebony Lee Rahe'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 11, 2019 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 203 North Grand Avenue, Spencer, IA 51301RIA
CRD#: 106237
Spencer, 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.Highlighted states indicate IAR registrations
IAR
Iowa(11/11/2019)
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
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.
