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2015-12-05T00:00:00.000Z

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Wrong Brian Sohn?

Brian Sohn L.

Partner - CPA, CFP®

Erpelding Voigt & Co. L.L.P

HQ Phone: (712) 332-2443

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

Erpelding Voigt & Co. L.L.P

(641) 562-2521 422 Sumner Avenue PO Box 396

Humboldt, Iowa 50548

United States

Company Description

Erpelding, Voigt & Co., L.L.P. is committed to assisting our clients to determine and attain their lifelong goals through personal financial planning. We work with clients to not only minimize their tax liability, but to preserve and create wealth. We o... more

Find other employees at this company (18)

Background Information

Employment History

Financial Controller

Hydrogen Engine Center , Inc.

Affiliations

Board Member
Bedell Family YMCA

Treasurer
Dickinson County Endowment Fund

Finance Committee Member
Pearson Lakes Art Center

Member
Kiwanis

Education

B.A.
accounting , finance and banking
Buena Vista University

Web References (23 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.


Tax & Financial Planning Team | Erpelding Voigt Co

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.
...
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.


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.


Tax & Financial Planning Team | Erpelding Voigt Co

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.
...
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.

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