Aaron Cullen is a registered investment advisor at Avantax Planning Partners, INC., based in Platteville, WI, with 12 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
1 Insight Drive, P.O. Box 502, Platteville, WI, 53818
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Aaron is a CPA-Partner at Honkamp Krueger & Co PC, a public accounting firm, dedicating nearly full-time hours to this role. He is also a partner in a real estate rental business, an IAR and shareholder at HK Financial Services, and involved in several other ventures including a domestic abuse shelter and closely held investment.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Proequities, INC.Broker
State Registrations1 state
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