LL
Lori L. Larson
AVANTAX PLANNING PARTNERS
Box Elder, SD 57719
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CRD#: 7841148
LL
Professional summary
Lori Lyn Larson, who also goes by Lori L Conard, Lori Lyn Conard, Lori Conard, Lori L Larson, Lori Larson, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Box Elder, South Dakota.
Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lori has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lori L Conard | Lori Lyn Conard | Lori Conard | Lori L Larson | Lori Larson
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. WEST RIVER ESTATE AND FINANCIAL PLANNING COUNCIL POSITION: Board Member NATURE: The board coordinates speakers that provide monthly CPE to the estate planning community in Rapid City. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2023 ADDRESS: 222 New York Street, Rapid City SD 57701, United States DESCRIPTION: I am a board member in charge of finding speakers to provide monthly CPE to the estate planning community in Rapid City. I attend monthly meetings is January and February to find the speakers and then attend the speaker presentations throughout the summer. 2. AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and provide financial and investment planning to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/06/2023 ADDRESS: 909 ST JOSEPH STREET STE 101, Suite 101, RAPID CITY SD 57701, United States DESCRIPTION: Primary communication with financial planning, assist clients with investment choices, and review investment performance with clients 3. CASEY PETERSON, LTD. POSITION: Income Partner NATURE: Full service CPA firm providing tax, audit and accounting services. We offer tax planning, tax preparation, tax consulting, investment planning, retirement planning, and estate planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/28/2006 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: I interview and provide tax advice to clients, oversee staff, prepare tax returns and review tax returns. I provide revisions to returns and do year-end tax planning consultations and tax projections. I consult and provide training to other staff members and their clients.
CRS (Client Relationship Summary) - RIA
Click below to view Lori Lyn Larson'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
December 14, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 14971 224th St, Box Elder, SD 57719RIA
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(12/14/2023)
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
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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#: 106237Box Elder, SD 57719TRUST BUT VERIFY
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