ZV
Zach J. Van Sambeek
AVANTAX PLANNING PARTNERS
Box Elder, SD 57719
Some features on this profile are disabled
CRD#: 7686976
ZV
Professional summary
Zach Josef Van Sambeek, who also goes by Zach J Van Sambeek, Zach Vansambeek, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Box Elder, South Dakota.
Zach is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Zach has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach J Van Sambeek | Zach Vansambeek
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. CASEY PETERSON, LTD POSITION: Income Partner NATURE: Casey Peterson, LTD provides bookkeeping, payroll, tax preparation, tax planning, audit services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2015 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Provide tax and compliance services for individual and business entities. Provide business valuation services for gift, estate, and transaction purposes. Assist in audit and reviewed financial statement preparation. 2. CP FINANCIAL SERVICES, LLP POSITION: Investment Advisor Representative NATURE: Provide assistance with investments, financial planning, insurance, annuities, and retirement plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/08/2023 ADDRESS: 909 ST JOSEPH ST, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Meet with clients to assist in financial planning, retirement planning, and investment decisions. Also advise on tax planning in coordination with their investments. 3. AVANTAX PLANNING PARTNERS, INC POSITION: Investment Advisor Representative NATURE: IARto numerous investment clients and provide financial and investment planning. Investments are limited to asset allocation models utilized and offered by Avantax planning partners and American funds for smaller accounts such as IRA and Simple IRA accounts which are less that Avantax Planning partners desired account size. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/08/2023 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: Primary communication with investment clients, assist client in determine a suitable investment allocation choice based on risk tolerance, time horizon and investment objective. Review investment performance with client on an annual or semi-annual basis. Respond to questions from clients?
CRS (Client Relationship Summary) - RIA
Click below to view Zach Josef Van Sambeek'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
November 29, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 14971 224th St., Box Elder, SD 57719Office #2: 909 St. Joseph Street 6th Floor, Rapid City, SD 57701RIA
CRD#: 106237
Box Elder, 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(11/29/2023)
Exams
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Box Elder, SD 57719TRUST BUT VERIFY
Monitor Zach Van Sambeek
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
