TH
Todd E. Holt
AVANTAX PLANNING PARTNERS
Beaver, UT 84713
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CRD#: 7489249
TH
Professional summary
Todd Edwin Holt, who also goes by Todd E Holt, Todd Holt, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Beaver, Utah.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Todd has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd E Holt | Todd Holt
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) HOLT & COMPANY POSITION: President NATURE: Provides Accounting services, Tax Prep services, other accounting related services such as bookkeeping, payroll, business consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 05/16/2013 ADDRESS: 655 E Days Ave, Delta UT 84624, United States DESCRIPTION: Manager, Tax Prep, Client Relations, Accounting, payroll, bookkeeping and business consulting. Once licensed I can offer investment guidance and products to clients. 2) AVANTAX PLANNING PARTNERS INC POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients, provide financial and investment planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 05/02/2022 ADDRESS: 655 E Days Ave, DELTA UT 84624, United States DESCRIPTION: Primary communication with financial planning assist clients with investment choices, and review investment performance with clients 3) T&N ENTERPRISES, LLC POSITION: Member NATURE: Commercial Real Estate Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/08/1997 ADDRESS: 256 E 4500 S, Delta UT 84624, United States DESCRIPTION: maintenance of property. My wife is the manager of this entity. 4) 3H INC POSITION: Director NATURE: 3H Inc is an employee leasing company that currently only services the employees of Holt & Company. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/13/2002 ADDRESS: 655 E Days Ave, Delta UT 84624, United States DESCRIPTION: prepare payroll and pay bills, transfer funds to cover payroll and payroll taxes this is the extent of my duties for this entity 5)CUBC LLC POSITION: Member NATURE: Commercial Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/20/2017 ADDRESS: 655 E Days Ave, Delta UT 84624, United States DESCRIPTION: Collect rent, pay bills minor maintenance
CRS (Client Relationship Summary) - RIA
Click below to view Todd Edwin Holt'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
July 12, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 190 N 100 E, Beaver, UT 84713Office #2: 655 E Days Ave., Delta, UT 84624RIA
CRD#: 106237
Beaver, UT
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
Utah(7/12/2022)
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#: 106237Beaver, UT 84713TRUST BUT VERIFY
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