Elyse Josephine Wegmann

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

• 12/2011 → Present
  Honkamp, Pc
  Dubuque, IA
• 03/2023 → Present
  Avantax Planning Partners, Inc
  Dubuque, IA

Other Businesses

1. AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients, provide investment and financial planning to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/17/2023 ADDRESS: 2345 JFK Rd, Dubuque IA 52002, United States DESCRIPTION: Primary communication with financial planning, assist clients with investment choices, and review investment performance with clients 2. HONKAMP, PC POSITION: Accountant NATURE: Tax planning, tax consulting, accounting, payroll services, bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2011 ADDRESS: 2345 JFK Rd, Dubuque IA 52002, United States DESCRIPTION: Review tax returns, accounting compliance, financial statements review and business consulting.

Designations

• Personal Financial Specialist

Other Names

• Ellie Wegmann
• Elyse J Kramer
• Elyse Wegmann