Brent C. Reinsberg

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

• 01/2010 → Present
  Mazanec Bauer & Associates
  Eagan, MN
• 02/2018 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA

Other Businesses

(1) I am a Partner of and an Accountant with Mazanec, Bauer & Associates, P.L.C., a regional CPA firm. I am located at 2600 Eagan Woods Drive, Ste 210, Eagan, MN 55121. I have been with the CPA firm since 01/2010. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax services, consulting, and account 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 a Treasurer for the Eagan Rotary Club, a not-for-profit organization located at Eagan, MN 55121. I have participated in this activity since 07/2018. I maintain the bookkeeping, write checks and deposit membership fees. I devote approximately 6-10 hours per month to this activity, mostly during non-securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-22