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2015-12-03T00:00:00.000Z

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Wrong Brian Sohn?

Brian Sohn L.

Managing Partner of Iowa Great Lakes Office

Erpelding Voigt & Co. L.L.P

HQ Phone: (712) 332-2443

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

Erpelding Voigt & Co. L.L.P

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 (23)

Background Information

Employment History

Member of the Technology, Marketing
Erpelding Voigt & Co. L.L.P

Cpa
Erpelding Voigt & Co. L.L.P

Registered Representative
Series 6

Partner
EV & Co.

Affiliations

Board Member
Bedell Family YMCA

Treasurer
Bedell Family YMCA

Board Member
Lakes Regional Healthcare

Treasurer
Dickinson County Endowment Fund

Board Member
Dickinson County Endowment Fund

Education

Bachelor of Arts degree

Buena Vista University

Bachelor of Arts degree ( Cum Laude

Buena Vista University

Web References (12 Total References)


Partners | Erpelding Voigt Co., Certified Public Accountants

evcpa.com, 3 Dec 2015 [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.


LRH: About Us

www.lakeshealth.org, 1 May 2014 [cached]

Brian Sohn, President


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

evcpa.com, 3 Dec 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

WEB DESIGN BY DEIDRE ROSENBOOM DESIGN


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.

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