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This profile was last updated on 2/13/15  and contains information from public web pages and contributions from the ZoomInfo community.

Managing Partner of Iowa Great La...

Phone: (515) ***-****  HQ Phone
Email: b***@***.com
Local Address: Okoboji, Iowa, United States
Erpelding Voigt & Co. L.L.P
307 E Call St PO Box 678
Algona , Iowa 50511
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...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Arts degree
    Buena Vista University
  • Bachelor of Arts degree ( Cum Laude
    Buena Vista University
12 Total References
Web References
Partners | Erpelding Voigt Co., Certified Public Accountants
evcpa.com, 13 Feb 2015 [cached]
Brian L. Sohn*, CPA, CFP®
...
Brian has more than 9 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, a board member of the Bedell Family YMCA, and is a member of Kiwanis. He lives in Spirit Lake with his son Carter. In his free time, he enjoys 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.
Tax & Financial Planning Team | Erpelding Voigt Co
evcpa.com, 22 Aug 2012 [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.
LRH: About Us
www.lakeshealth.org, 1 May 2014 [cached]
Brian Sohn, President
Personal Financial Planning | Erpelding Voigt Co., Certified Public Accountants
evcpa.com, 13 Feb 2015 [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.
Dickinson County Endowment Fund - Contact
www.dcefund.org, 6 Mar 2010 [cached]
Brain Sohn, Spirit Lake Email: bsohn@evcpa.com
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