Angela Mae Ennen

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

• 08/2020 → Present
  Hk Financial Services, Inc.
  Dubuque, IA
• 07/2010 → Present
  Erpelding, Voigt & Co.
  Algona, IA
• 10/2023 → Present
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Algona, IA

Other Businesses

(1) I am a Partner and CPA with Erpelding, Voigt & Co., a CPA firm. I am located at 307 E. Call St., Algona, IA 50511. I have been with the CPA firm since 07/2010. I work approximately 160 hours a month. I provide services that are typical of public accounting firms, 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) I am a Board Member and Treasurer for the Algona Noon Kiwanis Club, a not-for-profit organization located in Algona, IA. I have participated in this activity since 10/2017. I handle the finances for the board of directors, which might include paying bills and depositing donations received. I devote approximately 05-10 hours per month to this activity, mostly during non-securities trading hours. (3) I am a Foundation Board Member for First United Methodist Church, a not-for-profit organization located in Algona, IA. I have participated in this activity since 01/2019. My duties include meeting with the board and deciding as a group how to invest the church's foundation monies. We use a financial advisor to aid in this decision. I devote approximately 01-02 hours per quarter to this activity, mostly during non-securities trading hours. 4)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES. POSITION: rep NATURE: sell insurance through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/24/2023 ADDRESS: 307 E Call St, Algona IA 50511, United States DESCRIPTION: sell insurance through Avantax

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-13

Other Names

• Angela Mae Warner