Jill Kaz

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

• 03/2016 → 09/2016
  Regal Securities
  Glenview, IL
• 03/2016 → 09/2016
  Regal Advisory
  Glenview, IL
• 09/2016 → 12/2017
  Isto Advisors, Llc
  Lake Forest, IL
• 01/2018 → 03/2022
  Strategic Wealth Partners
  Deerfield, IL
• 03/2022 → Present
  Hemington Wealth Management
  Falls Church, VA
• 12/2024 → Present
  Avantax Planning Partners
  Lake Forest, IL
• 10/2022 → 09/2025
  Avantax Investment Services
  Lake Forest, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-05-18 → 2022-06-30
  Hemington Wealth Management
  Chicago, IL
  Falls Church, VA
• 2018-01-03 → 2022-04-11
  Strategic Wealth Partners
  Deerfield, IL
• 2016-09-30 → 2017-12-07
  Isto Advisors, Llc
  Troy, MI
• 2016-03-24 → 2016-10-03
  Regal Advisory Services, Inc.
  Lake Forest, IL
  Glenview, IL
• 2010-09-08 → 2016-02-24
  Securian Financial Services, Inc.
  Deerfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2010-06-17

Designations

• Certified Financial Planner

Other Names

• Jill Anne Lapporte
• Jill Anne Kaz