LH
Leah C. Heidler
AVANTAX PLANNING PARTNERS
Rapid City, SD 57701
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CRD#: 7465094
LH
Professional summary
Leah Christine Heidler, who also goes by Leah C Baltzer, Leah Christine Baltzer, Leah C Heidler, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Rapid City, South Dakota.
Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Leah has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leah C Baltzer | Leah Christine Baltzer | Leah C Heidler
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, LTD.; INCOME PARTNER; CPA ACCOUNTANT FOR CASEY PETERSON, LTD. AN ACCOUNTING FIRM DOING ACCOUNTING AND TAX WORK AS WELL AS BUSINESS DEVELOPMENT.�; IR; 130; 11/12/2008; 909 St. Joseph Street Rapid City SD 57701; IN CHARGE OF AN ACCOUNTING AND TAX BOOK OF BUSINESS IN WHICH CONDUCT TAX INTERVIEWS, FACILITATE ACCOUNTING WORK FOR CLIENTS, AND CONDUCT CLIENT CONSULTING IN TAX AND ACCOUNTING SOFTWARE AREAS. ALSO MANAGE EMPLOYEES IN THE AGRICULTURE INDUSTRY. ALSO A QUICKBOOKS PROADVISOR AND DO WEBINARS AND SEMINARS INSTRUCTING THE QUICKBOOKS SOFTWARE. ONCE LICENSED CAN OFFER INVESTMENT GUIDANCE AND PRODUCTS TO CLIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Leah Christine Heidler'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
October 28, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 909 St. Joseph Street 6th Floor, Rapid City, SD 57701RIA
CRD#: 106237
Rapid City, SD
Past
June 28, 2022 - October 25, 2022
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Rapid City, SD
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(10/28/2022)
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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Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Rapid City, SD 57701TRUST BUT VERIFY
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