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Inactive

Angela Mae Ennen

Avantax Planning Partners, Inc.

Algona, IA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2020-10-07
  • IA RA
    APPROVED
    Since 2020-10-07

Branch Locations

307 E Call St, Algona, IA 50511 • 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
Hk Financial Services, Inc. Dubuque IA 08/2020 Present
Erpelding, Voigt & Co. Algona IA 07/2010 Present
Avantax Insurance Agency And/Or Avantax Insurance Services. Algona IA 10/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-13
  • S65 Uniform Investment Adviser Law Examination
    2020-08-13
Other Names
  • Angela Mae Warner

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