Michael Ver Meer, CPA/PFS, CSEP**
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Michael’s focus when working with clients is to understand the client’s goals and provide valuable advice and guidance to help them achieve their goals in the most tax advantageous manner. As a stockholder since 2007, Michael’s areas of expertise include individual and business tax, Advisory Services, trust and estate planning, insurance and investment planning. He works with clients through their entire tax life cycle, from the founding of their business through the settlement of their estate. He values working with a talented team who takes an interest in providing the client with the services they need. Michael thrives on the energy of a dynamic work environment. He appreciates working together as a team and that every person takes an interest in the client to provide them with services they need.
FINRA Broker Check
Education
Business Administration of Applied Science Degree, Dordt University
Licenses & Memberships
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
Certified Specialist in Estate Planning (CSEP) with the National Institute of Excellence
Registered Representative holding securities licenses Series 6 and 63
Iowa Insurance Producer’s License with qualifications in Accident & Health, Life, and Variable Contracts
Personal Financial Specialist (PFS)
Community Involvement
Board member of Pella Community Ambulance Service
Interests & Hobbies
Fishing
Various sports
Photography
Aviation
Time with his family
Describe yourself with one word
Driven
*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.