John Alexander Ems

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

• 11/2024 → Present
  Avantax Planning Partners
  Saint Louis, MO
• 01/2023 → Present
  Honkamp Pc
  Saint Louis, MO
• 09/2017 → 12/2022
  Hoffman Clark
  Clayton, MO
• 05/2017 → 08/2017
  Unemployed
  Ballwin, MO
• 01/2017 → 05/2017
  Girard Homes Llc
  Columbia, MO
• 09/2016 → 01/2017
  Full-Time Education
  Ballwin, MO
• 06/2016 → 08/2016
  Deloitte
  Saint Louis, MO
• 04/2016 → 05/2016
  Full-Time Education
  Saint Louis, MO

Other Businesses

1)AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: Investment Adviser to numerous investment clients. APP provides investment andfinancial planning services and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/04/2024 ADDRESS: 12250 Weber Hill Rd, Suite 315, Saint Louis MO 63127, United States DESCRIPTION: Provide financial planning services to clients Assist clients with investment choices Review investment performance with clients 2)HONKAMP, P.C. POSITION: Tax Supervisor NATURE: We offer tax return preparation, tax planning, estate planning, and other tax related services. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 12/02/2023 ADDRESS: 12250 Weber Hill Road, Suite 315, Saint Louis MO 63127, United States DESCRIPTION: Preparation and review of income tax returns. Manage tax staff and allocation of projects. Maintain client relationships and expectations. Provide feedback to staff on corrections and errors on projects. Meet with clients to advise and consult on various issues.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-03