Michelle Leah Thomson-henry

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.

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2013-09-27

WI RA
APPROVED

Since 2013-09-27

Branch Locations

1 Insight Dr., Platteville, WI 53818 • 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	Platteville	WI	12/2002	Present
Honkamp Krueger Financial Services	Dubuque	IA	09/2013	Present

12/2002 → Present

Honkamp Krueger & Co., Pc

Platteville, WI
09/2013 → Present

Honkamp Krueger Financial Services

Dubuque, IA

Other Businesses

I AM A CPA OF HONKAMP KRUEGER & CO, PC, 1 INSIGHT DRIVE, PLATTEVILLE, WI 53818. THIS IS NOT AN INVESTMENT-RELATED BUSINESS. THE COMPANY PROVIDES ACCOUNTING TAX SERVICES TO CLIENTS. I BEGAN WORKING AT HK & CO. ON 12/07/2002 AND WORK APPROXIMATELY 179 HOURS PER MONTH IN THIS POSITION. THE MAJORITY OF THIS TIME IS DURING MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-09-26

S65 Uniform Investment Adviser Law Examination

2013-09-26

Designations

Personal Financial Specialist

Other Names

Michelle Leah Thomson
Michelle Leah Henry

View on SEC IAPD