Zach Sambeek
Zach Sambeek is a PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Rapid City, SD, with 2 years of industry experience. Zach 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
July 2012Other Business ActivitiesSells Insurance
Zach is an income partner at Casey Peterson, LTD, providing tax and compliance services full-time. He also works as an Investment Advisor Representative for CP Financial Services, LLP and Avantax Planning Partners, Inc, spending minimal time at each to assist clients with financial and investment planning, including insurance and annuities.
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.