Stephanie Kay Imhoff

Current Employers

Avantax Planning Partners, Inc.

3390 Asbury Road, Dubuque, IA 52002-2801 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2014-01-02

WI RA
APPROVED

Since 2014-01-02

Branch Locations

3390 Asbury Road, Dubuque, IA 52002-2801 • United States

2310 Crossroads Dr Suite 2200, Madison, WI 53718 • 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

Organization	City	State	From	To
Honkamp Krueger & Co. Pc	Waunakee	WI	08/2013	Present
Avantax Planning Partners, Inc	Waunakee	WI	01/2014	Present

08/2013 → Present

Honkamp Krueger & Co. Pc

Waunakee, WI
01/2014 → Present

Avantax Planning Partners, Inc

Waunakee, WI

Other Businesses

I AM A CPA WITH HONKAMP KRUEGER & CO. PREVIOUSLY BREMSER GROUP. THIS IS A NON-INVESTMENT RELATED BUSINESS THAT OFFERS TAX AND AUDIT SERVICES TO INDIVIDUAL CLIENTS AND BUSINESSES. I HAVE BEEN EMPLOYED THERE SINCE NOVEMBER 2003, WORK APPROXIMATELY 200 HOURS PER MONTH, MOST OF WHICH IS DURING TRADING HOURS. THE ADDRESS FOR THE HONKAMP KRUEGER OFFICE IS 2310 CROSSROADS, SUITE 2200, MADISON, WI 53718

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-12-17

S65 Uniform Investment Adviser Law Examination

2013-12-17