Patrick Lloyd Mutchler

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → Present
  Brickley Delong Pc
  Muskegon, MI
• 01/2011 → 02/2019
  Investment Alliance, Llc
  Muskegon, MI
• 02/2019 → Present
  Hk Financial Services, Inc.
  Dubuque, IA

Previous Registrations

• 2011-02-18 → 2020-08-28
  Investment Alliances, Llc
  Muskegon, MI

Other Businesses

(1) I am a Partner and Accountant with Brickley DeLong, Inc., a regional CPA firm. I am located at 316 Morris Ave., Suite #500, Muskegon, MI 49440. I have been with the CPA firm since 01/1990. 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. 2)KEEDA LASKO TRUST POSITION: Trustee NATURE: Trustee of Keeda Lasko trust. Trust will not allow distribution of funds until keeda is 25 years old INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/04/2023 ADDRESS: 221 W. Webster, Suite 400, Muskegon MI 49440, United States DESCRIPTION: Through avantax i will invest the funds until Keeda in 25 years old.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-14