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

Loading...

Location

1 Insight Drive, P.O. Box 502, Platteville, WI, 53818

Get directions

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.

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.
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Proequities, INC.Broker
July 2013 - October 2020 · 7 yrs 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.