Angela Michelle White

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

• 01/2018 → Present
  Hk Financial Services, Inc.
  Davenport, IA
• 09/2014 → Present
  Honkamp Krueger & Co., P.C.
  Davenport, IA

Other Businesses

I am an Accountant with Honkamp Krueger & Co., P.C., a regional CPA firm located in Davenport, IA. I am located at 908 W. 35th Street. I have been with HK & Co. since September of 2014. I work approximately 2650 hours a year. I provide services that are typically of public accounting, including tax services, consulting, account services and valuation services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-13

Other Names

• Angela Michelle White
• Angela Michelle Andrew
• Angela Michelle Fenner