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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-06-13 |
Branch Locations
5700 W. 112Th St. Ste. 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. | Dubuque | IA | 02/2008 | 12/2021 |
| Hutchins & Haake | Overland Park | KS | 11/1996 | Present |
| Mariner Wealth Advisors-Ic, Llc | Overland Park | KS | 06/2022 | Present |
(1) I am a Member-Owner and Accountant with Hutchins & Haake, LLC., a regional CPA firm. I am located at 11900 College Boulevard, Suite 310, Overland Park, KS 66210. I have been with the CPA firm since 11/1996. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping, to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-11 |
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