As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners℠ offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients’ financial health. Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For more information, please visit us at www.avantax.com Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
View Top Employees from HK Financial ServicesWebsite | https://www.avantax.com/planning-partners |
Revenue | $38 million |
Employees | 123 (105 on RocketReach) |
Founded | 1995 |
Address | 3390 Asbury Road, Dubuque, Iowa 52002, US |
Phone | (563) 582-1040 |
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Industry | Financial Services, Investment Banking, Banking, Asset Management, Finance, Risk Management, Lending and Investments, Retirement Plan Services, Brokerage |
Web Rank | 7 Million |
Keywords | Hk Financial Services, Aaron Fulton Iowa, Hk Financial |
Competitors | Brinker Simpson & Company, LLC, Gerber Kawasaki Wealth & Investment Management, GreerWalker CPAs and Advisors, HLB Gross Collins, P.C., Jones & Roth CPAs and Business Advisors |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular HK Financial Services employee's phone or email?
The HK Financial Services annual revenue was $38 million in 2024.
Scott Walloch is the Vice President Avantax Planning Partners of HK Financial Services.
105 people are employed at HK Financial Services.
HK Financial Services is based in Dubuque, Iowa.
The NAICS codes for HK Financial Services are [5239, 52393, 523, 52].
The SIC codes for HK Financial Services are [628, 62].