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2016-09-09T00:00:00.000Z

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Brian L. Sohn

Partner - CPA, CFP®

Erpelding Voigt & Co. L.L.P

HQ Phone: (712) 332-2443

Email: b***@***.com

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Erpelding Voigt & Co. L.L.P

307 E. Call Street

Algona, Iowa 50511

United States

Company Description

At EV&Co. we are committed to cooperation and assistance with our communities. We are proud of the active involvement of our firm members with the numerous organizations in the north central Iowa and southern Minnesota area. We also serve the following ... more

Find other employees at this company (25)

Background Information

Employment History

Partner

E.V.S. Ltd.

Financial Controller

Hydrogen Engine Center , Inc.

Affiliations

Treasurer
Dickinson County Endowment Fund

Board Member
Bedell Family YMCA

Treasurer
Spirit Lake

Finance Committee Member
Pearson Lakes Art Center

Member
Kiwanis

President
Lakes Regional Healthcare

Education

B.A.

accounting , finance and banking

Buena Vista University

Web References (14 Total References)


Tax & Financial Planning Team | Erpelding Voigt Co

evcpa.com [cached]

Brian L. Sohn*, CPA, CFP®

Brian L. Sohn, CPA, joined EV&Co.'s Okoboji professional staff in 2007. Brian is involved with all aspects of income tax, personal financial planning, and financial statement preparation. Prior to joining EV&Co., Brian worked for a regional public accounting firm and a public reporting company.
Brian is a CERTIFIED FINANCIAL PLANNER™. He is also an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.
He received his Bachelor of Arts degree (Cum Laude) from Buena Vista University where he double majored in Accounting and Finance & Banking with an Economics minor.
Brian's professional affiliations include the AICPA and the Iowa Society of CPAs. He is involved in community, civic, and professional organizations.
...
Please be advised that presently Jim Voigt, Jeff Knapp, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn*, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


Erpelding, Voigt & Co., CPA

www.evcpa.com [cached]

Brian L. Sohn, CPA, CFP®

Brian L. Sohn, CPA, joined EV&Co.'s Okoboji professional staff in 2007. Brian is involved with all aspects of income tax, personal financial planning, and financial statement preparation. Prior to joining EV&Co., Brian worked for a regional public accounting firm and a public reporting company.
Brian is a CERTIFIED FINANCIAL PLANNER™. He is also an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.
He received his Bachelor of Arts degree (Cum Laude) from Buena Vista University where he double majored in Accounting and Finance & Banking with an Economics minor.
Brian's professional affiliations include the AICPA and the Iowa Society of CPAs. He is involved in community, civic, and professional organizations.


Partners | Erpelding Voigt Co., Certified Public Accountants

www.evcpa.com [cached]

Brian L. Sohn, CPA, CFP®

...
Brian has more than 10 years of tax and management advisory experience and has been with EV & Co. since 2007. Brian serves as managing partner of our Iowa Great Lakes office in Okoboji. He works with a variety of industries including agriculture, construction, health care, consulting, financial, manufacturing, non-profit, professional services, wholesale and retail.
Brian is responsible for corporate, partnership, and individual income tax preparation and consulting, estate planning, financial planning, financial statement preparation, general business consulting and management services, strategic planning and ownership and succession management. Brian is a CERTIFIED FINANCIAL PLANNER™. He is also an Investment Advisor Representative, a Registered Representative with a Series 6, 7 and 63, and holds a life, health, and accident insurance license.
He graduated Cum Laude with his Bachelor of Arts degree from Buena Vista University, where he double majored in Accounting and Finance & Banking with an Economics minor.
Brian's professional affiliations include the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. He is the current president of Lakes Regional Healthcare Foundation, serves as treasurer of the Dickinson County Endowment Fund, serves as treasurer of the Bedell Family YMCA, is finance committee member at the Pearson Lakes Art Center, and is a member of Kiwanis. He lives in Spirit Lake with his wife Angela and children Avery, Addisen, Carter, and Reese. In his free time, he enjoys spending time with family, playing basketball, relaxing on the lake, and everything the Iowa Great Lakes has to offer.
...
Please be advised that presently Jim Voigt, Jeff Knapp, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


Staff - Bedell Family YMCA

okobojiymca.com [cached]

Brian Sohn - Treasurer


Personal Financial Planning | Erpelding Voigt Co., Certified Public Accountants

evcpa.com [cached]

Brian L. Sohn, CPA, CFP ® Investment Advisor Representative; Registered Representative with a Series 6 & 63; Life, Health, & Accident Insurance license

...
Please be advised that presently Jeff Knapp, Jim Voigt, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.

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