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Andrew Matuzak

Avantax Planning Partners, Inc.

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About Andrew Matuzak

Andrew Matuzak is a financial professional with Avantax Planning Partners, Inc., based in Saginaw, Michigan. Andrew has been in the financial industry since February 2021, working in the field for over 2 years. Andrew has a strong background in accounting and business consulting, having worked at Yeo & Yeo P.C., CPAs & Business Advisors for over 11 years. Andrew is a dedicated advisor who is committed to providing his clients with the best possible financial advice. He has a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Andrew is a Registered Representative of Avantax Investment Services Inc. and a Registered Investment Advisor Representative of Avantax Planning Partners, Inc.

Firm Information

Andrew Matuzak is currently registered with Avantax Planning Partners, Inc.. Avantax Planning Partners, Inc. is a financial advisory firm based in DUBUQUE, IA, with over 248 investment adviser representatives and 92 registered representatives. They offer financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and have over $6.3 billion in regulatory assets under management. They primarily work with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
Avantax Planning Partners, Inc.

3390 ASBURY ROAD

DUBUQUE, IA 52002-2801

$6.38B

Assets Under Management

4

Total Clients

163

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Matuzak’s Registration & Firm History

MI

02/12/2021 - Present

Avantax Planning Partners, Inc. (Saginaw MI)

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Licenses & Designations

BC

Issued 02/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Matuzak.
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