Jennie M. Steinmetz
Professional summary
Jennie Marie Steinmetz, who also goes by Jennie Steinmetz, Jennifer Steinmetz, Jennie Walstrom, Jennifer Walstrom, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Rapid City Sd, South Dakota.
Jennie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jennie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennie Marie Steinmetz's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 5, 2021 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #2: 909 St. Joseph Street 6th Floor, Rapid City, SD 57701Primary Firm SEC Registration
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/5/2021)
Current Firm
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
Contact information
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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