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Adam Robert Reisch

Avantax Planning Partners, Inc.

Dubuque, IA

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Current Employers
Avantax Planning Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2013-04-04
  • IA RA
    APPROVED
    Since 2013-04-04

Branch Locations

2345 Jfk Road, Dubuque, IA 52002 • 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
Hk Financial Services, Inc. Dubuque IA 04/2013 Present
Honkamp Krueger & Co, Pc Dubuque IA 09/2002 Present
  • 04/2013 → Present
    Hk Financial Services, Inc.
    Dubuque, IA
  • 09/2002 → Present
    Honkamp Krueger & Co, Pc
    Dubuque, IA
Other Businesses

(1) I am a Partner and Accountant with Honkamp Krueger & Co. P.C., a regional public accounting firm. I am located at 2345 JFK Road, Dubuque, IA. I have been with HK & Co. since 09/2002. I work approximately 160 hours a month. I provide services typical of public accounting, which might include tax preparation and planning services, business consulting services, and bookkeeping 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. (2) I am a Shareholder of HK Financial Services, Inc., a financial services firm. The firm is primarily located at 3390 Asbury Road, Dubuque, IA 52002. It is "investment-related". My start date is 01/2013. I devote 40 hours a month, primarily during securities trading hours. My participation includes attending periodic shareholder meetings. (3) I am a Member-Owner of HKFS Building Co., LLC., a real estate rental entity. My participation is not securities-related or investment-related. The building owned by the entity is located at 3390 Asbury Road, Dubuque, IA 52002. My start date is 01/2013. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic member meetings. (4) I am a Member-Owner of Law Building, LLC., a real estate rental entity. My participation is not securities-related or investment-related. The building owned by the entity is located at 2345 JFK Road, Dubuque, IA 52002. My start date is 01/2013. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic member meetings. (5) I am an Owner of Stoney Creek Investors-Broken Arrow, a real estate ownership entity. My participation is not securities-related or investment-related. The entity owns interests in the Stoney Creek Hotel located in Mason City, IA. My start date is 01/2017. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic meetings. (6) I am a Partner of the GFY Partnership, an entity holding my interests in a franchise restaurant. My participation is investment-related. The partnership owns interests in the Pancheros restaurant located in Hiawatha, IA. My start date is 01/2012. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic partner meetings. (7) I am an Owner of Frey Street Lodging Associates, a real estate ownership entity. My participation is not securities-related or investment-related. The entity owns interests in a hotel located in Middleton, WI. My start date is 01/2017. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic meetings.

Designations

View on SEC IAPD

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