AVANTAX PLANNING PARTNERS, INC. is an Iowa corporation, registered on December 1, 1995. It is based at 3390 ASBURY ROAD, DUBUQUE, IA, 52002, USA. The company is currently listed as active on the Iowa register, is registered under company number 190832 and carries EIN 461655731. Its officers and directors on record include THOMAS A. GOOLEY, HONKAMP, ARNOLD N, Andy Watts, among 6 on file. Public records for the company include 1 SoS registration, 2 licenses, 1 federal contract and 18 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | AVANTAX PLANNING PARTNERS, INC. |
|---|---|
| Doing business as | HK FINANCIAL SERVICES; AVANTAX PLANNING PARTNERS; HKFS; AVANTAX RETIREMENT PLAN SERVICES; HONKAMP KRUEGER FINANCIAL SERVICES; HK WEALTH MANAGEMENT |
| Former names | HONKAMP KRUEGER INSURANCE, INC.; HONKAMP KRUEGER FINANCIAL SERVICES, INC. |
| Principal address | 3390 ASBURY ROAD, DUBUQUE, IA, 52002, USADubuque52002IAUnited States |
| Registration state | Iowa |
| Status | Active |
| Registered | 1 December 1995 (almost 31 years ago) |
| Officers & directors | THOMAS A. GOOLEY, directorHONKAMP, ARNOLD N, officer |
| Entity type | Corporation |
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| Standing | compliant |
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| Company number | 190832 |
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| EIN | 461655731 |
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| Employees (modeled) | ≈13 employees2024 |
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| Registered agent | CORPORATION SERVICE COMPANY |
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| Source registry | Iowa Secretary of State · updated 10 August 2026 |
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| Public records | 1 SoS registration |
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| Est. revenue (modeled) | $8M2024 |
|---|---|
| Federal contractor | Yes · 1 federal recipient record (SAM) |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| IowaTHIS | AVANTAX PLANNING PARTNERS, INC. | 1995-12-01 | CORPORATION SERVICE COMPANY | THOMAS A. GOOLEYDirectorHONKAMP, ARNOLD NOfficer4 more | Active | |
Filing ID 190832 Jurisdiction Domestic · Corporation Principal address 3390 ASBURY ROAD, DUBUQUE, IA, 52002, USA Registered agent CORPORATION SERVICE COMPANY505 5TH AVENUE, SUITE 729, DES MOINES, IA, 50309 Officers THOMAS A. GOOLEYDirector HONKAMP, ARNOLD NOfficer Andy WattsOfficer Joseph D. NearyDirector Lisa GokOfficer Keith ShoresOfficer | ||||||
Companies and people linked to AVANTAX PLANNING PARTNERS, INC. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
| State | License / ID | Type | Issued | Status | |
|---|---|---|---|---|---|
| Illinois | 158001965 | PUBLIC ACCOUNTANT | 2018-10-15 | NOT RENEWED | |
| Florida | L026330 | — | — | VALID | |
Employee-benefit plan filings by AVANTAX PLANNING PARTNERS, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈13 · plan year 2024 |
|---|---|
| Est. annual revenue (modeled) | $8M |
| Retirement plan assets | $3.1M |
| Benefit plans | 401(k) plan on file |
| Filing history | 11 plan years filed, 2014–2024 |
| Sponsor EIN | 46-1655731 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2024 | ≈13 | 12 (12 active) | $3.1M | $8M | 401(k) | |
| 2023 | ≈12 | 11 (11 active) | $1.8M | $6.7M | 401(k) | |
| 2022 | ≈12 | 11 (11 active) | $1.5M | $6.6M | 401(k) | |
| 2021 | ≈10 | 9 (9 active) | $1.5M | $5.4M | 401(k) | |
| 2020 | ≈10 | 9 (9 active) | $1.1M | $5.3M | 401(k) | |
| 2019 | ≈6 | 6 (5 active) | $760,701 | $3.6M | 401(k) | |
| 2018 | ≈6 | 5 (5 active) | $434,253 | $2.4M | 401(k) | |
| 2017 | ≈6 | 6 (5 active) | $385,393 | $2.5M | 401(k) | |
| 2016 | ≈6 | 6 (5 active) | $233,234 | $2.1M | 401(k) | |
| 2015 | ≈4 | 5 (4 active) | $188,106 | $1.9M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| HK WEALTH MANAGEMENT, INC. | — | — | — | |
| HK WEALTH MANAGEMENT, INC. | — | — | — | |
| ANDREW C. HARRIS RETIREMENT PLAN | — | — | — | |
| HK WEALTH MANAGEMENT, INC. | — | — | — | |
| ANDREW C. HARRIS RETIREMENT PLAN | — | — | — | |
| HK WEALTH MANAGEMENT, INC. | — | — | — | |
| HONKAMP KRUEGER FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| HONKAMP KRUEGER FINANCIAL SERVICES, INC 401(K) PLA | — | — | — | |
| HONKAMP KRUEGER FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| HONKAMP KRUEGER FINANCIAL SERVICES, INC 401(K) PLA | — | — | — | |
Federal court records load when you reach this section.
1 company is registered at 3390 ASBURY ROAD, DUBUQUE, IA, 52002, USA, Dubuque — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-07. Document getpalm-companies/8016-4188-8221.