TE
Thaddeus T. Eichorn
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CRD#: 7602248
TE
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Thaddeus Todd Eichorn, who also goes by Thad T Eichorn, Thad Todd Eichorn, Thad Eichorn, Thaddeus T Eichorn, Thaddeus Eichorn, Thaddieus Eichorn, was a registered financial professional .
Thaddeus is a previously registered financial professional and started their career in finance in 2022. Thaddeus had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Thad T Eichorn | Thad Todd Eichorn | Thad Eichorn | Thaddeus T Eichorn | Thaddeus Eichorn | Thaddieus Eichorn
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) EICHORN TAX & FINANCIAL, LLC) POSITION: Manager NATURE: Tax and accounting firm providing tax preparation, tax planning, accounting & bookkeeping, and business consulting. This is a single member LLC owned fully by me and operated as a sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS:150 SECURITIES TRADING HOURS:120 START DATE: 05/20/2019 ADDR: 510 Carriage Dr, Plain City OH 43064,United States DESCR: Manage organization, set business strategy, receive income and pay expense, maintain legal compliance, market services to potential clients. Market financial services through Avantax. Deliver professional services - meet with clients prepare tax returns, prepare accounting records and tax plans. 2) ENOCH EICHORN POSITION: Farmer NATURE: Seasonal work my father on small family farm in central Ohio. We raise corn, soybeans & wheat. Don't yet own any interest in farming operation or land, but future plans is for me to take over business. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2009 ADDR: 6430 Woods West Ave, London OH 43140, United States DESCR: Seasonal farm labor - operate farm equipment to plant, harvest, and transport crops. 3) OHIO WILDERNESS BOYS CAMP SUPPORT COMMITTEE POSITION: Committee Member NATURE: Raises support (donations, awareness, goodwill) for Ohio Wilderness Boys Camp (OWBC).Plan and undertake various charity events including charity dinners, auctions, 5k/10k running events. Not on the board of directors of Ohio Wilderness Boys Camp; rather, I am on a subcommittee that focuses on support raising. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020, ADDR: 44642 Zerger Quarry Rd, Summerfield OH 43788, United States DESCR: Plan various charity events (dinners, auction, 5k/10k event).Solicit sponsors for events, volunteers to help with the events, donations of items to sell at the auction. Coordinate setup and volunteers on the day of actual events. Participate committee meetings 4) GOOD LIFE MINISTRIES THRIFT STORE POSITION: Committee Member/Treasurer/Secretary NATURE:A thrift store and surplus outlet owned and operated for the support of a non-profit, Good Life Ministries. Donors donate used items to sell, we also purchase surplus/overstock items from retailers like Target and Amazon to resell at a profit. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2020 ADDR: 3658 Main St, Hilliard OH 43026, United States DESCR: Committee member - attend monthly committee meetings, discuss operations and recommendations on strategy, make long-term decisions with other committee members Treasurer - oversee financial reporting and accounting system, manage cash, manage access to the organization's resources. Accounting services performed through Eichorn Tax & Financial, LLC. Secretary -meeting minutes, maintain permanent records. I am not on the board of directors of the non-profit, Good Life Ministries EIN: 61-1758808. Rather, I am a member of a subcommittee dedicated to operating the thrift store. I am not involved in the work of the main non-profit ministry that we support. I do not have full director authority or responsibility, and our committee is required to report to the main board as well as run major financial decisions by them. 5) OHIO EDUCARE POSITION: Board Member/Treasurer NATURE: Ohio EduCare is a scholarship granting organization which provides scholarships for K-12 students to attend private Anabaptist schools. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2022 ADDRESS: 1921 County Road 140, Sugarcreek OH 44681, United States DESCRIPTION: Treasurer - primary financial officer, control accounting system, control incoming and outgoing funds, file tax returns, set up accounting system, advise organization on setting up accounting system, pay bills. Board Member - participate in board meetings, set organizational policy.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
September 26, 2022 - March 2, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Plain City, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
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Contact information
Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
