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This profile was last updated on 6/19/2017 and contains contributions from the  Zoominfo Community.

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Wrong Brian Sohn?

Brian L. Sohn

Representative, A Registered Representative

Series 6

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Series 6

Background Information

Employment History

Managing Partner of Iowa Great Lakes Office

Erpelding Voigt & Co. L.L.P


Financial Controller

Hydrogen Engine Center , Inc.


Affiliations

Dickinson County Endowment Fund

Treasurer


Spirit Lake

Treasurer


Lakes Regional Healthcare

President


Bedell Family YMCA

Treasurer


Pearson Lakes Art Center

Finance Committee Member


Bedell Family YMCA

Board Member


Kiwanis

Member


Education

B.A.

accounting , finance and banking

Buena Vista University


Web References(22 Total References)


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, Roger Nerdig, Jerry Brown, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


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, Roger Nerdig, Jerry Brown, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


Partners | Erpelding Voigt Co., Certified Public Accountants

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 past-president and board member 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, Reese and Brecken. 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 Jeff Knapp, Roger Nerdig, Jerry Brown, Aaron Greteman, Brian Sohn*, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


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

www.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.


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.


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