Matthew Ryan Nigl

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

• 08/2008 → Present
  Na 2021 Llp
  Oshkosh, WI
• 12/2021 → Present
  Honkamp Krueger & Co, Pc
  Oshkosh, WI
• 08/2008 → Present
  Bowen Street Investments Llp
  Oshkosh, WI
• 10/2022 → Present
  Avantax Planning Partners, Inc.
  Oshkosh, WI

Other Businesses

1) WW ASSOCIATION OF CONDOMINIUM OWNERS INC; Treasurer; Corporation formed to serve as an association of unit owners who own real estate and improvements. Adopt budgets for revenues, expenditures and reserves. Make contracts and incur liabilities, including contracts to provide and/or furnish amenities. Regulate and impose charges for the use and rental of common elements; NIR; HRS 3; HRS 0; 03/14/2006; 2450 WITZEL AVENUE, OSHKOSH WI 54904; Keep track of all receipts and disbursements and financial records and books of accounts. Treasurer shall be responsible for the deposit of all monies. 2) NA 2021 LLP; Partner; Tax and accounting firm; Prepare business and individual tax returns, Process Payroll, Bookkeeping, Consulting; NIR; HRS 4; HRS 0; 08/27/2008; 2450 WITZEL AVENUE, OSHKOSH WI 54904; Management of tax and accounting firm 1) Work with clients 2) Work with employees 3) Collect income 4) Pay bills 3) HONKAMP KRUEGER & CO, PC; Partner; CPA and business advisory group 1) Accounting, Audit & Assurance Services 2) Advisory Services 3) Business Transition & Valuation 4) Financial Advisory Services; IR; HRS 110; HRS 110; 12/01/2021; 2450 WITZEL AVENUE, OSHKOSH WI 54904; CPA and Partner in Charge of Oshkosh office. 1) Prepare and review tax returns 2) Consulting 3) Oversee book of tax and accounting clients 4) Manage Oshkosh location 4) AVANTAX PLANNING PARTNERS, INC; Investment Advisor Representative; IAR to numerous investment clients and provide financial and investment planning; IR; HRS 20; HRS 20; 10/03/2022; 2450 WITZEL AVENUE, OSHKOSH WI 54904; Assist client in determining a suitable investment allocation choice. Review investment performance with client on an annual or semi-annual basis. 5) BOWEN STREET INVESTMENTS LLP POS: Partner NATURE: Real Estate Rental Property 1) Find tenants, if applicable 2) Improve building, if applicable 3) Collect rental income 4) Pay rental expenses INV RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2008 ADDR: 2450 WITZEL AVENUE, OSHKOSH WI 54904 DESC: Management of rental property 1) Work with tenants 2) Work with vendors for building improvements 3) Collect rental income 4) Pay rental expenses 6) HONKAMP, PC POS: Shareholder NATURE: CPA and business advisory group 1) Accounting, Audit & Assurance Services 2) Advisory Services 3) Business Transition & Valuation 4) Financial Advisory Services INV RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 110 START DATE: 12/01/2021 ADDR: 2450 WITZEL AVENUE, OSHKOSH WI 54904 DESC: CPA and Partner in Charge of Oshkosh office. 1) Prepare and review tax returns 2) Consulting 3) Oversee book of tax and accounting clients 4) Manage Oshkosh location 7) LAW BUILDING CO., L.L.P. POS: Partner NATURE: Real Estate Rental Property 1) Find tenants, if applicable 2) Improve building, if applicable 3) Collect rental income 4) Pay rental expenses INV RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDR: 2345 JFK Road, Dubuque IA 52002 DESC: Attend company meetings and vote, if applicable. No other duties and responsibilities. 8) HKFS BUILDING CO., L.L.C. POS: Partner NATURE: Real Estate Rental Property 1) Find tenants, if applicable 2) Improve building, if applicable 3) Collect rental income 4) Pay rental expenses INV RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDR: 2345 JFK Road, Dubuque IA 52002 DESC: Attend company meetings and vote, if applicable. No other duties and responsibilities. 9) HP INVESTMENTS OF AMERICA INC POSITION: Owner NATURE: A full-service payroll and human capital management company. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2023 ADDRESS: 2345 John F Kennedy Road, Dubuque IA 52002, United States DESCRIPTION: I'm a shareholder and attend the annual shareholder meeting. No other involvement.

Designations

• Personal Financial Specialist

Other Names

• Matthew Nigl
• Matt Nigl