Sheila
Jackson
Avantax Planning Partners, Inc
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About this Advisor
Sheila Jackson is a financial advisor based in Rapid City, South Dakota, working with Avantax Planning Partners, Inc. Sheila has previously held positions at Casey Peterson, LTD and Avantax Planning Partners, Inc. Sheila has passed the Series 65 regulatory exam and is registered to provide services in South Dakota. Currently, Sheila 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
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
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
Sheila Jackson Work History
Avantax Planning Partners, Inc
Casey Peterson, LTD
Disclosures
Please visit the SEC profile of Sheila Jackson 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
Mars, PA
Dubuque, IA
Rapid City, SD
Dubuque, IA
Madison, WI
Dubuque, IA
Indianapolis, IN
Dubuque, IA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
