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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-02-09
  • IN RA
    APPROVED
    Since 2024-02-09

Branch Locations

101 S Fifth Street Suite 1700, Louisville, KY 40202 • United States

21 Se Third St Suite 500, Evansville, IN 47708 • United States

210 Jones St Ste. 104, Dubuque, IA 52001 • 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
Harding Shymanski &Company Evansville IN 09/2001 Present
Locust Street Llc Evansville IN 01/2022 Present
Avantax Planning Partners, Inc Evansville IN 02/2024 Present
Avantax Insurance Agency, Llc Evansville IN 02/2024 Present
  • 09/2001 → Present
    Harding Shymanski &Company
    Evansville, IN
  • 01/2022 → Present
    Locust Street Llc
    Evansville, IN
  • 02/2024 → Present
    Evansville, IN
  • 02/2024 → Present
    Avantax Insurance Agency, Llc
    Evansville, IN
Other Businesses

BOYS & GIRLS CLUB OF EVANSVILLE; Board member; They provide young people with opportunities to engage in programs that help them achieve academic success, take charge of their health, and foster the skills they need to become leaders; NIR; HRS 2; HRS 0; 01/26/2024; 700 Bellemeade Ave, Evansville IN 47713; Attend monthly board meetings and support club activities. I assist with overall governance of theorganization. Help to oversee policies, procedures, and with setting strategic direction of the organization. I act as an ambassador for the organization in the community and advocateit'scause and increasing its visibility and impact TRI-STATE FOOD BANK; Board Member; Its mission is to toimprove the quality of life for our community's food insecure families and children by providing adequate food and nutrition through our network of local charities and organizations feeding the hungry; NIR; HRS 1; HRS 0; 10/02/2023; 2504 Lynch Rd, Evansville IN 47711; Attend board meetings andassist with overall governance of the organization. Help to oversee policies, procedures, and help with setting strategic direction of the organization. Act as an ambassador for the organization in the community and advocate for its cause.? COPS CONNECTING WITH KIDS; board member; Uses the joy and fun of Walt Disney World to build trust and understanding between law enforcement and youth. As of January 2022, 404 kids have experienced the Disney Magic; NIR; HRS 1; HRS 0; 01/04/2023; 849 Greengate Ct, Evansville IN 47715; Attend board meetings and I assist with overall governance of the organization. Help to oversee policies, procedures, and help with setting strategic direction of the organization. Act as an ambassador for the organization in the community and advocate for its cause HARDING SHYMANSKI AND COMPANY; Vice President; Harding Shymanski is a regional accounting firm. We provide Tax and Audit services to Corporate and individual clients; IR; HRS 200; HRS 130; 09/17/2001; 21 SE Third Street, Suite 500, Evansville IN 47708; Sit on the firms operations committee that helps set firm policy. Manage our advisory department. Involved in recruiting. I also review financials, business development, HR, and marketing. Also market Avantax business. YOUTH FIRST, INC.; Past Treasurer; Youth First exists to transform and strengthen the lives of young people and their families. They are the only organization that provides Masters level social workers in area schools and prevention programs for youth and families; NIR; HRS 0; HRS 0; 01/16/2018; 111 SE 3rd St #405,, Evansville IN 47708; I was the treasurer before I resigned from the board in 2023. Worked with CFO as needed if she had accounting questions and would answer question at the board meetings. Ino longer hold a position within this organization and should be removed from the entity's filing documentation.? AVANTAX PLANNING PARTNERS, INC.; Investment Advisor Representative; IAR to numerous investment clients, provide investment and financial planning to clients; IR; HRS 10; HRS 10; 02/05/2024; 21 SE Third Street, Suite 500, Evansville IN 47708; Primary communication with financial planning, assist clients with investment choices, review investment performance with clients LOCUST STREET. LLC; Member; Owns the real estate that Harding Shymanski operates out of; IR; HRS 1; HRS 0; 01/01/2022; 849 Greengate Ct, Suite 500, Evansville IN 47715; Very little. Review partnership financial statements at year end. Review new or renewed lease agreements. AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; Insurance Agent; Selling insurance products approved through Avantax; IR; HRS 2; HRS 2; 02/09/2024; 21 SE 3rd St, Suite 500, Evansville IN 47735; Meet with clients, find insurance product needs and provide best options.

Designations
Other Names
  • Kyle Wininger
  • Kyle S Wininger

View on SEC IAPD

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