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Michelle Marie Steining

Avantax Planning Partners, Inc.

Davenport, IA

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Current Employers
Avantax Planning Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-01-18
  • IA RA
    APPROVED
    Since 2018-01-18

Branch Locations

908 W. 35Th Street, Davenport, IA 52806 • 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
OrganizationCityStateFromTo
Hk Financial Services, Inc. Davenport IA 01/2018 Present
Honkamp Krueger & Co. P.C. Davenport IA 01/2016 Present
  • 01/2018 → Present
    Hk Financial Services, Inc.
    Davenport, IA
  • 01/2016 → Present
    Honkamp Krueger & Co. P.C.
    Davenport, IA
Other Businesses

(1) I am a Shareholder of and CPA with Honkamp Krueger & Co. P.C., a regional CPA firm located in Davenport, IA. I am located at 4620 W 60th St. I have been with HK & Co. since January of 2016. I work approximately 2650 hours a year. I provide services that are typically of public accounting, including tax services, consulting, account services and valuation services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related.(2) I am also a shareholder of HK Financial Services, Inc. (in addition to my role as investment advisor representative), with its primary address as 3390 Asbury Road, Dubuque, IA 52002. The nature of the business is financial services. It is "investment-related". The time devoted is 4 hours a year, with 0 during market hours. My start date was January 1, 2016. (3) I have a shareholder interest in the HK Financial Services Building, which is located at 3390 Asbury Road, Dubuque, IA 52002. The nature of the business is real estate. It is not "investment-related". The time devoted is 0 hours a year, with 0 during market hours. My start date was January 1, 2016. (4) I have a shareholder interest in the Law Building, which is located at 2345 JFK Road, Dubuque IA 52002. The nature of the business is real estate. It is not "investment-related". The time devoted is 0 hours a year, with 0 during market hours. My start date was January 1, 2016.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-15
  • S65 Uniform Investment Adviser Law Examination
    2017-11-15
Designations
Other Names
  • Michelle Marie Gehring

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