LB
Lacy N. Bender
AVANTAX PLANNING PARTNERS
Evansville, IN 47735
Some features on this profile are disabled
CRD#: 8040825
LB
Lacy Nicole BenderAVANTAX PLANNING PARTNERS
Professional summary
Lacy Nicole Bender, who also goes by Lacy N Bender, Lacy Bender, Lacy N Haller, Lacy Nicole Haller, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Evansville, Indiana.
Lacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lacy has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Lacy N Bender | Lacy Bender | Lacy N Haller | Lacy Nicole Haller
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)RONALD MCDONALD HOUSE CHARITIES OF THE OHIO VALLEY; Board Member, Treasurer; RMHC of the Ohio Valley offers parents and family members a respite from hospital waiting rooms. Our Houses provide a warm, comforting homelike environment complete with cozy beds, hot showers, home-cooked meals, and kitchen and laundry facilities; NIR; HRS 2; HR 2; 01/01/2019; 3540 Washington Ave, Evansville IN 47714, United States; I am the board treasurer and a member of the board of directors. I review the monthly financials with the finance committee as well as the budget and tax returns and financial statements. We also discuss fundraising events and assess how those are doing and if we should continue. 2) RESURRECTION CATHOLIC SCHOOL & CHURCH; Finance Committee President; I am the President of the Finance committee for Resurrection Catholic School and Church. I serve on the finance committee and parish council. NIR; HRS 2; HR 2; 05/01/2019; 5301 New Harmony Rd, Evansville IN 47720, United States; I am the President of the Finance committee for Resurrection Catholic School and Church. I review the monthly financials and lead all monthly meetings with our committee. In these meetings we review the financials, discuss internal controls, review budget, review tuition, voucher programs, etc. I do not have any signature authority over any bank accounts. We have a loan and all withdrawals require three members to sign. I am authorized to approve funds being withdrawn. The executor director requests the funds, I only sign as approval. I cannot request any funds. I also have no access to any software programs of the school or church. This is a volunteer position. 3) HARDING, SHYMANSKI & CO, PSC (ACCOUNTING FIRM); Vice President; Public accounting firm. Offer accounting & auditing, advisory services, outsourcing services, tax compliance & consulting, wealth management, and medical billing. NIR; HRS 50; HRS 40; 01/01/2007; 21 SE Third Street, Ste 500, Evansville IN 47708, United States; Vice President in Tax Dept. I specialize in tax compliance and consulting. Work with businesses and individuals with filing returns and advisory. Work in estate, trust, and succession planning. 4) HARDING, SHYMANSKI & COMPANY, PSC (WEALTH MANAGEMENT); Vice President NATURE: Public accounting firm. Offer accounting & auditing, advisory services, outsourcing services, tax compliance & consulting, wealth management, and medical billing.IR; HRS 40; HRS 40; 01/02/2007; 21 SE Third Street, Ste 500, Evansville IN 47708, United States; Meet with clients to review retirement planning, estate planning, succession planning. Help clients with tax efficient investment planning. 5) HSC WEALTH MANAGEMENT; Member; HSC Wealth Management is a partnership owned by four members equally. I am a 25% owner. HSC Wealth Management is used to pay business expenses and overhead. IR; HRS 20; HRS 20; 01/01/2025; 21 SE Third Street, Ste 500, Evansville IN 47708, United States; HSC Wealth Management is a partnership owned by four members equally. I am a 25% owner. HSC Wealth Management is used to pay business expenses and overhead. 6) MATER DEI HIGH SCHOOL; Head Coach; A private high school. Rooted in faith, this formative time spent at Mater Dei High School gives our students the best educational and spiritual foundation to find their niche and make a difference in our community and our world. NIR; HRS 20; HRS 0 10/15/2024; 1300 Harmony Way, Evansville IN 47720, United States; We have two 5th grade volleyball teams. Duties include attending games, coaching athletes, and hosting practices
CRS (Client Relationship Summary) - RIA
Click below to view Lacy Nicole Bender'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
March 11, 2025 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 21 Se Third St, Ste 500, Evansville, IN 47735RIA
CRD#: 106237
Evansville, IN
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
Indiana(3/11/2025)
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)Loading...
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 |
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#: 106237Evansville, IN 47735TRUST BUT VERIFY
Monitor Lacy Bender
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
