Aaron P Cullen

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

• 01/1997 → Present
  Honkamp Krueger
  Platteville, WI
• 07/2013 → 09/2020
  Proequities Inc
  Platteville, WI
• 10/2013 → Present
  Honkamp Krueger Financial Services
  Dubuque, IA

Other Businesses

1) HONKAMP KRUEGER & CO PC; NON-INVESTMENT RELATED; 1 INSIGHT DRIVE, PLATTEVILLE, WI, 53818; PUBLIC ACCOUNTING FIRM; CPA-PARTNER; START DATE 01/1997; 180 HOURS PER MONTH; 180 HOURS PER MONTH DURING TRADING HOURS; PUBLIC CONSULTING AND ACCOUNTING FOR ACCOUNTING CLIENTS. 2)LAW BUILDING CO, LLP; INVESTMENT RELATED; 2345 JCK ROAD, DUBUQUE, IA 52002; REAL ESTATE RENTAL; PARTNER; START DATE 01/2009; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; RENTAL OF REAL ESTATE PROPERTY. 3)HONKAMP KRUEGER FINANCIAL SERVICES, TITLE IS IAR SINCE OCT 2013. THIS IS INVESTMENT RELATED. I WORK APPROXIMATELY 40 HOURS PER MONTH DURING TRADING HOURS. HK FINANCIAL SERVICES POSITION: IAR & Shareholder NATURE: investment advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2014 ADDRESS: 3390 Asbury Rd, Dubuque IA 52002, United States DESCRIPTION: referring clients and attending shareholder meetings HKFS BUILDING CO, LLC POSITION: Member NATURE: real estate rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 3390 Asbury Rd, Dubuque IA 52002, United States DESCRIPTION: commercial real estate rental FAMILY ADVOCATES, INC. POSITION: volunteer-Treasurer NATURE: domestic abuse shelter INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: W Cedar Street, Platteville WI 53818, United States DESCRIPTION: I am a volunteer member of the board of directors for this non-profit. Would be the treasurer on the board starting in late 2018 or early 2019. Would NOT have control of the checkbook. All checks required 2 signature HKP HOLDINGS, INC. POSITION: Stockholder NATURE: closely held investment INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2019 ADDRESS: 2345 JFK Road, Dubuque IA 52002, United States DESCRIPTION: closely held investment - no active roles

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-02
• S63 Uniform Securities Agent State Law Examination
  2013-08-05