Broker Check

Partners

Jeff Robinson is affiliated with each of the following organizations.

  • Avantax Wealth Management® – As a registered representative of Avantax Investment Servicesâ„  and investment adviser representative of Avantax Advisory Servicesâ„ , Jeff can offer you investments and financial advisory and planning services.
  • eMoney Advisor®- Delivering wealth management solutions that meet the evolving needs of my business and my clients.
  • Drake Software - Professional Tax Preparation Software
  • ProtectionPlus™ - Professional Audit and Tax Fraud Assistance Services
  • Certified Financial Planner® Board of Standards – As a CFP® practitioner, Jeff has met the requirements for certification and has been granted a license to use the CFP® certification marks.
  • Kingdom Advisors – Jeff has been trained as a Certified Kingdom Advisor (CKA®). He has committed to being a person of character who, from a biblical worldview, serves the believer and nonbeliever alike with wise financial advice on meeting their goals. Jeff sees himself as a trusted steward of your financial plan and investment account. Jeff has been a charter member since its founding in 1997.
  • The United States Internal Revenue Service (IRS) – As an Enrolled Agent (E.A.)Jeff has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled Agent status is the highest income tax credential the IRS awards.
  • National Association of Tax Professionals (NATP) - As a member of this professional organization, Jeff maintains the ethical and continuing education requirements. In addition, they provide research on complex tax reporting issues.