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Jennie Marie Steinmetz
Jennie Steinmetz, Jennifer Steinmetz, Jennie Walstrom, Jennifer Walstrom
CRD#: 7340715
IA
Investment Adviser
AVANTAX PLANNING PARTNERS, INC.CRD#: 106237 909 St. Joseph Street
Suite 101
Rapid City, SD 57701
Registration History
202120222023202420252026IAAVANTAX PLANNING PARTNERS, INC. (CRD# 106237)2021 - Present (4 years)
License(s)

State Registrations

IA
South Dakota 3/5/2021

Current Registration(s)
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AVANTAX PLANNING PARTNERS, INC. (CRD#:106237)
909 St. Joseph Street Suite 101, Rapid City, SD 57701
Rapid City SD, SD
Registered with this firm since 3/5/2021

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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.