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Gavin Lea Burnham

Avantax Planning Partners, Inc.

St. Paul, MN

CRD 6362211

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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:

Current Employers
Avantax Planning Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-06-24
  • MN RA
    APPROVED
    Since 2014-06-24

Branch Locations

2675 Long Lake Road, St. Paul, MN 55113 • 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
Olsen Thielen & Co. St. Paul MN 11/1988 Present
Honkamp Krueger Financial Services Dubuque IA 06/2014 Present
  • 11/1988 → Present
    Olsen Thielen & Co.
    St. Paul, MN
  • 06/2014 → Present
    Honkamp Krueger Financial Services
    Dubuque, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-16
  • S65 Uniform Investment Adviser Law Examination
    2014-06-16

View on SEC IAPD

Nearby Firms

CLEARWATER MANAGEMENT CO., INC.
FIDUCIARY COUNSELLING INC
MAIRS & POWER

Nearby Investors

CHRISTIAN AUDREY NIELSEN
THOMAS W. WALSH
Patrick Daniel Carotenuto

Nearby Offices

CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
FIDUCIARY COUNSELLING INC · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN

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