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Avantax Planning Partners, Inc.

Active Dubuque, IA

Avantax Planning Partners, Inc. Overview

Avantax Planning Partners, Inc. filed as a Foreign Business Corporation in the State of New York on Wednesday, July 5, 2006 and is approximately twenty years old, according to public records filed with New York Department of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Todd C. Mackay 9 ~ Background Report ~	President Director Officer
John R. Darrah ~ Background Report ~	Chief Executive Officer CEO Director Director Chief Executive Officer CHAIRMAN & CEO
Christopher Rod 6 ~ Background Report ~	Secretary Secretary & Trea
Tabitha Bailey 4 ~ Background Report ~	Director
Joseph Neary 1 ~ Background Report ~	Director
Lisa Gok ~ Background Report ~	Director
Jason Allen 2 ~ Background Report ~	Vice President
Louie Rosalez ~ Background Report ~	Senior Vice Presiden President Director Secretary
Melissa Loner 3 ~ Background Report ~	Chief Compliance Off
Louis Rosalez ~ Background Report ~	President
Jennifer L. Daughetee 2 ~ Background Report ~	Treasurer Director
Ivan P. Gruhl ~ Background Report ~	Treasurer
Greg Burbach 3 ~ Background Report ~	Director
Gregory C. Burbach 2 ~ Background Report ~	Director
Ryan J. Hauber 2 ~ Background Report ~	Director
Arnold N. Honkamp 1 ~ Background Report ~	Director
Ronald Helle 1 ~ Background Report ~	Director Director
Robert McQuillen 1 ~ Background Report ~	Director
Roy Lines ~ Background Report ~	Director
James W. Herrig ~ Background Report ~	Director Secretary
Ann S. McCorkindale ~ Background Report ~	Director Chief Inv Offic
Brian D. Cose ~ Background Report ~	Director Secretary Executive Vice Presi
Brian M. Russ ~ Background Report ~	Senior Vp
Michael Jorgensen 2 ~ Background Report ~	Vice President
Chris Kobes ~ Background Report ~
Todd McKay ~ Background Report ~	Officer

Showing 8 records out of 26

Texas Secretary of State

Filing Type:	Foreign For-Profit Corporation
Status:	Active In existence
State:	Texas
State ID:	801057753
Date Filed:	Monday, December 1, 2008

Florida Department of State

Filing Type:	Foreign for Profit Corporation
Status:	Active
State:	Florida
State ID:	F15000002384
Date Filed:	Friday, May 22, 2015
Registered Agent	Mike Carignan

New York Department of State

Filing Type:	Foreign Business Corporation
Status:	Active
State:	New York
Foreign State:	Iowa
County:	NEW YORK
State ID:	3384624
Date Filed:	Wednesday, July 5, 2006
DOS Process	Avantax Planning Partners, Inc.
Source Record	NY DOS

California Secretary of State

Filing Type:	Statement & Designation By Foreign Corporation
Status:	Active
State:	California
Foreign State:	Iowa
State ID:	04742990
Date Filed:	Friday, May 14, 2021

Corporate Notes

Date	Type	Note
7/5/2006	Name History/Actual	Honkamp Krueger Financial Services, Inc.
12/1/2008	Application for Registration
4/19/2010	Change of Name or Address by Registered Agent
1/23/2012	Application for Amended Registration
12/2/2013	Change of Name or Address by Registered Agent
12/31/2015	Public Information Report (PIR)
12/31/2016	Public Information Report (PIR)
12/31/2017	Public Information Report (PIR)
12/31/2018	Public Information Report (PIR)
12/31/2019	Public Information Report (PIR)
10/15/2020	Change of Registered Agent/Office
12/31/2020	Public Information Report (PIR)
2/8/2021	Application for Amended Registration
3/2/2021	Certificate of Assumed Business Name
3/2/2021	Certificate of Assumed Business Name
12/31/2021	Public Information Report (PIR)
12/31/2022	Public Information Report (PIR)

Trademarks for Avantax Planning Partners, Inc.

	Connecting Tax Advice to Wealth Management.; Client; Hkfs; CPA Serial Number: 86771678 Drawing Code: 3000
	Connecting Tax Advice to Wealth Management. Client CPA Hkfs Serial Number: 77939905 Drawing Code: 3000

View all trademarks for Avantax Planning Partners, Inc.

Sources

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

Florida Department of State
Data last refreshed on Monday, April 6, 2026

New York Department of State
Data last refreshed on Saturday, October 12, 2024

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Avantax Planning Partners, Inc.

Active Dubuque, IA