Jerry L. Uitermarkt, CPA*
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As co-founder of Welgaard, Jerry strives to provide a wide range of services, including tax planning for businesses and related owners, estate and succession planning, and business purchases and sales. His primary focus when working with existing clients is keeping all offered advice in line with what he knows about the client’s future, family and business goals. For new clients, he listens first to learn the client’s background and family history before any advice is given. He always gives at least one hour of free time to listen to their life story. He enjoys hearing positive feedback from long time clients that appreciate the help we have given them over their careers.
Education
Bachelor of Science Degree in Accounting, Mankato State University
Licenses & Memberships
Certified Public Accountant (CPA) licensed in Iowa and Missouri
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
CEA (Certificate in Educational Achievement) with AICPA in Tax Planning for Closely Held Business
Community Involvement
Pella Community Foundation – Past Board Member and Treasurer
Pella Christian Clay Target Team - Past Board Member
Eagle Partners LLC (Land acquisition entity for PCHS) – Past Treasurer
Second Christian Reformed Church – Several terms on the Church Council
Pella Christian Grade School - Past President and Board Member
Trinity Christian College in Palos Heights Illinois – Past Board Member
Interests & Hobbies
Fishing and collecting Old Wooden Creek Club fishing lures
Hunting
Woodworking
Traveling
Activities with his family and grandchildren
Person in history you most admire
Ronald Reagan for his leadership
Describe yourself with one word
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*Check the background of your financial professional on FINRA's BrokerCheck.
Avantax WM Holdings is the holding company for the group of companies providing financial services under the Avantax name.
*Investment advisory services are offered through Avantax Planning Partners. Commission-based brokerage services are offered through Avantax Investment Services, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.