Michael Ver Meer, CPA/PFS, CSEP**

Call 641.628.4521 to speak with a team member Message for more information
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

 

*Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Welgaard CPAs & Advisors.