Devon
Hochstetter

Avantax Planning Partners, Inc

CRD#7784865
Investment Advisor
in Rapid City, SD

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About this Advisor

Devon Hochstetter is a financial advisor based in Rapid City, South Dakota, working with Avantax Planning Partners, Inc. Devon has previously held positions at Casey Peterson, LTD and Avantax Planning Partners, Inc. Devon is registered to provide services in South Dakota and Wyoming. Currently, Devon is part of Avantax Planning Partners, Inc, which operates out of Rapid City, South Dakota. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

909 St Joseph St Suite 101
Rapid City, SD 57701

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Avantax Planning Partners, Inc Brokerage Details

Total Assets Under Management

$6,377,152,299

SD Average: $9,259,360,772
Total Number of Employees

248

SD Average: 166
Total Number of Accounts

12,286

SD Average: 7,189
Average Account Size

$519,058

SD Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Devon Hochstetter Work History

2023 - Present (1 year)

Avantax Planning Partners, Inc

2014 - Present (10 years)

Casey Peterson, LTD

Disclosures

Please visit the SEC profile of Devon Hochstetter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Planning Partners, Inc

Jonathan Davis
Dubuque, IA
Zach Van Sambeek
Dubuque, IA
Steven Broihahn
Madison, WI
Joseph Clagg
Indianapolis, IN
Jena Reinheimer
Mars, PA
Terry Brown
Dubuque, IA
Devon Hochstetter
Rapid City, SD
Nicholas Kruse
Dubuque, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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