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Renee Elizabeth Hesselman

Avantax Planning Partners, Inc.

Dubuque, IA

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Current Employers
Avantax Planning Partners, Inc.

3390 Asbury Road, Dubuque, IA 52002-2801 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2015-01-19
  • IA RA
    APPROVED
    Since 2015-01-19

Branch Locations

2345 John F. Kennedy Rd, Dubuque, IA 52002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Honkamp Krueger & Co, Dubuque IA 07/2003 Present
  • 07/2003 → Present
    Honkamp Krueger & Co,
    Dubuque, IA
Other Businesses

1) I AM A CPA OF HONKAMP KRUEGER & CO, PC 2345 JOHN F. KENNEDY ROAD, DUBUQUE, IA 52002. THIS IS NOT AN INVESTMENT RELATED BUSINESS. THE COMPANY PROVIDES TAX SERVICES TO CLIENTS. I BEGAN WORKING AT HK & CO ON 7/15/2003 AND WORK APPROXIMATELY 180 HOURS PER MONTH IN THIS POSITION WITH THE MAJORITY OF THIS TIME DURING MARKET HOURS. 2) FOUR MOUNDS FOUNDATION POSITION: Treasurer NATURE: Member of board of directors of Non-profit organization. The foundation preserves the estate willed to the city by the Burden family for the general use of the public and for educational purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2008 ADDRESS: 4900 Peru Road, Dubuque IA 52002, United States DESCRIPTION: I serve as a board member and treasurer including check writing authority.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-16
  • S65 Uniform Investment Adviser Law Examination
    2015-01-16
Other Names
  • Renee Elizabeth Soppe

View on SEC IAPD

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