TA
Todd Asper
AVANTAX PLANNING PARTNERS
Urbandale, IA 50322
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CRD#: 7992779
TA
Professional summary
Todd Asper, who also goes by Todd Christian Asper, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Urbandale, Iowa.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Todd has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Christian Asper
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) Rental property; Owner; Owner of one single family home, owned jointly with my wife Rebecca.� We own it 100%, I would not call it 50/50 as we are the same tax entity as married filing jointly. This home is rented out for profit.; IR; 0; 09/01/2023; 1593 NW 90th St Clive IA 50325; Home maintenance, setting up leases, collecting rent, answering phone calls/texts from tenants. 2) Asper Commodity Partnership; Partner; Family partnership with passive investments.� Currently, the significant majority of the funds are invested in Predictive Fitness Inc (TriDot), a fitness training software company. A small amount is invested in Investors Recovery Fund LLC, a fund trying to recoup losses from an investment in Tiny Homes Vacations, LLC. This partnership is for family use only (not investment clients), and future investments will need to be approved by compliance.; IR; 0; 01/07/2011; 7924 Roseland Dr Urbandale IA 50322; Help review potential investments, or help make decisions regarding current investments.� The last time we made a new investment was over a year ago - the need for decisions are rare.� The partnership mostly just holds the funds.� I also prepare the tax return for the partnership.� I don't have 5 duties. 3) Welgaard CPAs & Advisors; Client Manager; Offer tax preparation services for individual tax returns, business tax returns, nonprofit 990s.� Offer financial statement reviews and financial statement audits.; NIR; 120; 08/01/2023; 10550 New York Ave #100 Urbandale IA 50322; prepare individual tax returns, prepare business tax returns, prepare nonprofit 990s, assist with financial statement reviews, assist with financial statement audits. 4) Welgaard CPAs & Advisors Wealth Management Services; Client Manager; Provide services alongside APP advisors in areas including Tax planning; insurance review; estate planning; investment planning; Long term care planning.; IR; 5; 08/01/2023; 10550 New York Ave Ste 100 Urbandale IA 50322; Tax planning; insurance review; estate planning; investment planning; Long term care planning. 5) Avantax Planning Partners, Inc; Investment Advisor Representative; IAR to numerous investment clients. To provide investment and financial planning to clients.; IR; 5; 10/08/2024; 10550 New York Ave Ste 100 Urbandale IA 50322; Primary communication with financial planning, Assist client with investment choices, Review investment performance with clients.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Asper'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
October 30, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 10550 New York Ave Ste 100, Urbandale, IA 50322RIA
CRD#: 106237
Urbandale, IA
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
Iowa(10/30/2024)
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#: 106237Urbandale, IA 50322TRUST BUT VERIFY
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