RS
Robert R. Speer
AVANTAX PLANNING PARTNERS
Lexington, NE 68850
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CRD#: 7659792
RS
Professional summary
Robert R Speer, who also goes by Robert Ray Speer, Robert Speer, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Lexington, Nebraska.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Ray Speer | Robert Speer
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. LEXINGTON LIONS CLUB POSITION: Treasurer NATURE: Provide monthly financial report at club meeting.Pay all club bills after being approved at club officer meeting. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/04/2022 ADDRESS: 1506 Freedom Ln, Lexington NE 68850, United States DESCRIPTION: I'm an club officer...TreasurerI have input, but decisions are made as a group during officer meeting, or general member meeting. 2. AVANTAX PLANNING PARTNERS, INC. POSITION: investment advisor representative NATURE: iar to numerous investment clients, and provide financial and investment planning...investments are limited to asset allocation models utilize and offer by avantax planning partners and american funds for smaller accounts such as IRA, and simple IRA accounts which are less that avantax planning partners determine account size INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/18/2022 ADDRESS: 115 W 6th Street, Lexington NE 68850, United States DESCRIPTION: primary communication with investment clients, assist client in determining a suitable investment allocation based on risk tolerance, time & investment objective. Review investment performance with client on annual, or semi-annual basis. Respond to questions from clients. 3. MCCHESNEY MARTIN SAGEHORN PC POSITION: Director NATURE: Accountant - CPAPreparer tax returns for individuals, corporations, partnerships & S-Corps*bookkeeping*payroll*tax preparation - individual, partnership & corporations*financial statement preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 07/21/2008 ADDRESS: 115 W 6th Street, Lexington NE 68850, United States DESCRIPTION: Accountant - CPAPreparer tax returns for individuals, corporations, partnerships & S-Corps* owner in charge of Lexington, NE office activities* Avantax planning work with clients* tax preparation for individuals, partnerships & corporations* payroll preparation for clients* financial statement preparation for clients
CRS (Client Relationship Summary) - RIA
Click below to view Robert R Speer'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
February 5, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 115 W 6th Street, Lexington, NE 68850RIA
CRD#: 106237
Lexington, NE
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
Nebraska(2/5/2024)
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#: 106237Lexington, NE 68850TRUST BUT VERIFY
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