JM
Jessica L. Magilke
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CRD#: 7662874
JM
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.
Jessica Lyn Magilke, who also goes by Jessica Lyn Ehlers, Jessica L Magilke, Jessica Magilke, was a registered financial professional .
Jessica is a previously registered financial professional and started their career in finance in 2023. Jessica had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jessica Lyn Ehlers | Jessica L Magilke | Jessica Magilke
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) HAGA KOMMER, LTD; CPA and Write-up Manager; tax returns for individuals, small business tax returns, bookkeeping for clients; NIR; HRS 160; HRS 130; 02/01/2017; 840 43rd Ave NE, Ste 100, Bismarck ND 58503; I am responsible for:*bookkeeping*payroll and payroll compliance*preparation of tax returns 2) ND ATMOSPHERIC RESOURCE BOARD; Board member; The major topic the board looks at is the weather modification programs for North Dakota; NIR; HRS 1; HRS 1; 06/15/2022; 1200 Memorial Hwy, Bismarck ND 58504-5262, United States; Vote on various topics that arise including approval of contractor's final report and final contract payment. Discussion included summary of the ND Cloud Modification Project (majority of discussion), ARB Research & Evaluation Program, Weather Radar Operations, and ARB Cooperative Observer Network Report (rainfall totals reported by Coop members). 3) EHLERS RANCH INC; Shareholder; Family owned ranch; NIR; HRS 1; HRS 1; 01/09/2001; 1404 13th St NW, Reeder ND 58649; Help with branding calves, preg-testing cows, shipping and selling livestock, etc. 4) NORTH DAKOTA RODEO ASSOCIATION (NDRA); POSITION: Board member NATURE: The NDRA is organized to promote the sport of rodeo in North Dakota. They do this by meeting with various local committees interested in hosting a rodeo to accompany their local fair/rodeo or just hold a stand-alone event. The NDRA coordinates with stock contractors, local rodeo committees, and association members to put on the best event possible to provide an opportunity for members to compete and an event for locals to enjoy. There is sponsorship money solicited for year-end prizes and added money in events at local rodeos. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/12/2022; ADDRESS: 305 E St N, Elgin ND 58533, United States DESCRIPTION: I am a contact point for the southwest region of North Dakota for the stock contractors, committees and NDRA members. I bring any issues, concerns, suggestions, etc. to meetings with the full board which are held 3-4 times throughout the year. 5) RODEO; POSITION: Sole proprietor NATURE: I will compete in rodeos throughout the year. I haul my horse to locations mostly around North and South Dakota, pay an entry fee to compete, and then have the opportunity to win back prize money. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2009; ADDRESS: 6385 County Rd 82, Solen ND 58570, United States; DESCRIPTION: This activity is done as I have time and mostly in the summer months. It can be stopped at any time and I have no obligation to continue. When I am competing, I just make sure my horses are taken care of with feed and exercise. I will have to enter rodeos to fit in with my schedule and then make plans to get to my destinations in order to compete. 6) HK WEALTH MANAGEMENT, LLC; POSITION: Investment Advisor Representative/Registered Representative NATURE: Create a wealth management plan based on client's financial picture. Manage assets and investments to maximize client's financial growth. Evaluate tax strategies to minimize taxes for clients' portfolio. Manage risk and identify opportunities. Make recommendation to client's based on their risk priorities and preferences. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/31/2022; ADDRESS: 840 43rd Ave NE, Ste 100, Bismarck ND 58503, United States DESCRIPTION: I will meeting with current clients to:*discuss financial strategies*educate them on investment strategies*help clients reach retirement by making recommendation based on their current situation and risk preferences*combine all investment and retirement strategies to help minimize client's tax burden as well as reach retirement age with a comfortable savings.
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
March 20, 2023 - December 9, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Bismarck, ND
Past
January 7, 2023 - December 9, 2024
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BISMARCK, ND
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.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
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.
