AR
CFP
AR
CFP

Adam Robert Reisch

12 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
265 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B

Fee Structure

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Location

2345 JFK Road, Dubuque, IA, 52002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is a Partner and Accountant at Honkamp Krueger & Co. P.C., and a Shareholder of HK Financial Services, Inc. He also has ownership interests in several real estate and restaurant entities, dedicating minimal time to each.

Employment History
Current Registrations
Avantax Planning Partners, INC.
April 2013 - Present · 12 yrs 10 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.