Casey Peterson
Casey Peterson is a registered investment advisor at Avantax Planning Partners, INC., based in Rapid City, SD, with 25 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
909 St. Joseph Street, Suite 101, Rapid City, SD, 57701
Get directionsHistory
Regulatory History (1)
Criminal
January 1972Other Business Activities
Casey is involved in several outside business activities, including working as an accountant, providing wealth management services, serving as a director and shareholder of a bank, and managing real estate and farming ventures. None of these activities involve selling insurance products.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.