Gregory John Zink

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

• 01/1985 → Present
  Mrpr Cpas & Advisors
  Southfield, MI
• 01/2021 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA

Other Businesses

(1) I am a Principal and Accountant with MRPR CPAs & Advisors, a regional CPA firm. I am located at One Northwestern Plaza, 28411 Northwestern Hwy, Suite 800, Southfield, MI 48034-5538. I have been with the CPA firm since 01/1985. 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) I am a Board Member and Treasurer for Kiwanis Club Detroit #1, a not-for-profit organization located at P.O. Box 2041, Detroit, MI 48202. I have participated in this activity since 10/2000. I attend periodic board meetings, prepare treasurer reports, and handle the finances for the organization, which might include paying bills and depositing donations received. I devote approximately 1-5 hours per month to this activity, mostly during non-securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-23