Alex Joseph Adler

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

• 11/2015 → Present
  Honkamp, Pc
  Davenport, IA
• 04/2023 → Present
  Avantax Planning Partners, Inc
  Davenport, IA

Other Businesses

1. HONKAMP PC POSITION: Senior Accounting Manager NATURE: Provide accounting and tax advice/compliance to clients. This entity provides tax planning, consulting, accounting, bookkeeping, and advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/02/2015 ADDRESS: 908 W 35th St, Davenport IA 52806, United States DESCRIPTION: Preparing tax returns, issuing financial statements, meeting with clients, managing and training staff, developing new business. 2. 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: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/21/2023 ADDRESS: 908 W 35th St, Davenport IA 52806, United States DESCRIPTION: Primary communication with financial planning. Assist clients with investment choices and review investment performance with clients.

Designations

• Personal Financial Specialist

Other Names

• Alex J Adler
• Alex Adler