DH
Deshayne R. Hoag
AVANTAX PLANNING PARTNERS
Rapid City, SD 57701
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CRD#: 7845512
DH
Professional summary
Deshayne Rae Hoag, who also goes by Deshayne R Hoag, Deshayne R Nye, Deshayne Rae Nye, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Rapid City, South Dakota.
Deshayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Deshayne has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deshayne R Hoag | Deshayne R Nye | Deshayne Rae Nye
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 tax, assurance, consulting, and financial advisory services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2012 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: I am an income partner at Casey Peterson, LTD. I have a book of clients that I work directly with and manage their engagements, typically attest/audit or consulting services. Effective January 1, I will be a shareholder (owner) in the firm. In my role with the firm, I could bring on a client for financial advisory services. 2) AVANTAX PLANNING PARTNERS POSITION: Independent Adviser Rep. NATURE: Avantax Planning Partners provides financial advisory services to clients such as retirement planning, legacy planning, business and tax planning. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/12/2024 ADDRESS: 909 St. Joseph Street, Suite 101, Rapid City SD 57701, United States DESCRIPTION: I will be meeting with clients, coordinating meetings with Avantax financial planning consultants, advising clients regarding services Avantax can provide, and answering questions that may arise.
CRS (Client Relationship Summary) - RIA
Click below to view Deshayne Rae Hoag'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 26, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 909 St. Joseph Street 6th Floor, Rapid City, SD 57701RIA
CRD#: 106237
Rapid City, 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(11/26/2024)
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#: 106237Rapid City, SD 57701TRUST BUT VERIFY
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