TS
Tara L. Stensrud
AVANTAX PLANNING PARTNERS
Midland, MI 48640
Some features on this profile are disabled
CRD#: 7790520
TS
Professional summary
Tara Lee Stensrud, who also goes by Tara Lee Kenny, Tara L Stensrud, Tara Stensrud, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Midland, Michigan.
Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tara has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tara Lee Kenny | Tara L Stensrud | Tara Stensrud
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.
AVANTAX PLANNING PARTNERS, INC.; Investment Advisor Representative; IAR to numerous investment clients; IR; HRS 5; HRS 5; 08/10/2023; 6018 Eastman Avenue, Midland MI 48640; Assist client with investment choices SCOTT L KIMMEL IRREVOCABLE TRUST; Trustee; Trustee for non-advisory client; NIR; HRS 1; HRS 1; 11/04/2016; 6018 Eastman Avenue, Midland MI 48640; Provide trust administration.Pay life insurance premiums each year and create crummey letters YEO & YEO PROPERTIES LLC; Shareholder; Yeo & Yeo Properties, LLC owns real estate and rents to Yeo & Yeo PC; IR; HRS 1; HRS 0; 01/01/2021; 5300 BAY ROAD, Suite 100, SAGINAW MI 48604; I am a limited member of this LLC. I have no day-to-day activities for the operation of the entity AFFILIATED MEDICAL BILLING LLC; Shareholder; Provides medical billing services to clients including complete coding, claim submission and collections. Provides practice management including services related to practices transitions. They also provide expert medical practice appraisals to determine value of a practice; NIR; HRS 1; HRS 0; 01/01/2021; 5300 BAY ROAD, Suite 300, SAGINAW MI 48604; I am a limited member of this LLC. I have no day-to-day activities for the operation of the entity. YEO & YEO WEALTH MANAGEMENT, LLC; Shareholder; This entity offers wealth management services, investment planning, estate planning, retirement planning, and tax planning; IR; HRS 10; HRS 10; 01/01/2021; 6018 Eastman Avenue, Midland MI 48640; Meet with clients, answer client phone calls, provide investment guidance to clients, review or establish client financial plan, coordinate financial plan with tax planning. YEO & YEO CONSULTING, LLC; Shareholder; Provides technology services to clients including managed IT services through a comprehensive solution from 24/7 helpdesk support to disaster recovery. Also offer cybersecrurity solutions, secure, reliable network management, managed services, and technology support; NIR; HRS 1; HRS 0; 01/01/2021; 5300 BAY ROAD, Suite 200, SAGINAW MI 48604; I am a limited member of this LLC. I have no day-to-day activities for the operation of the entity. YEO & YEO PC POSITION: Principal NATURE: Yeo & Yeo PC is a full service CPA firm. They offeraccounting, tax planning and preparation, auditing, bookkeeping, payroll services, business consulting services.? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/30/2006 ADDRESS: 6018 Eastman Avenue, Midland MI 48640, United States DESCRIPTION: I am a Principal responsible for employees and client relationships. I provide tax and acccounting services to clients. I work full-time providing accounting and tax services to clients which include monthly bookkeeping, payroll tax returns, income tax returns, tax planning, merger and aquistions planning and any additional strategy planning requested. I provide services to individual taxpayers and business owners. I provide accounting and tax services to all industries including agriculture, construction, manufacturing, and restaurants to name a few. I also lead a team of 10 people who all provide tax and accounting services to a range of clients. COASTAL KEY LLC POSITION: n/a NATURE: My husband formed an LLC named Coastal Key, LLC on 11/13/23. It is a single-member LLC in which he soley owns. This LLC will be purchasing a home in Paradise, MI. This home will be mixed use both personal and a short-term rental. Although my name is not on the LLC, we file a joint income tax return and my name will be going on the mortgage as well as me personally guaranteeing the loan. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2023 ADDRESS: 4593 Eastwood Dr, Auburn MI 48611, United States DESCRIPTION: I will be responsible for collecting income and paying expenses related to the asset this LLC owns.
CRS (Client Relationship Summary) - RIA
Click below to view Tara Lee Stensrud'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
August 8, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 6018 Eastman Ave, Midland, MI 48640RIA
CRD#: 106237
Midland, MI
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
Michigan(8/8/2023)
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#: 106237Midland, MI 48640TRUST BUT VERIFY
Monitor Tara Stensrud
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
