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Hunter Jay Holt

Avantax Planning Partners, Inc.

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About Hunter Jay Holt

Hunter Holt is an Investment Advisor Representative at Avantax Planning Partners, Inc. Hunter is licensed in Utah. Hunter has been in the financial services industry for over four years. Hunter received a Series 65 license in October 2022, passing the Uniform Investment Adviser Law Examination. Hunter has a strong track record of helping clients achieve their financial goals, and is committed to providing personalized service and guidance. Hunter has a background in accounting, and offers a wide range of financial services including tax planning, investment management, and retirement planning. Hunter specializes in serving individual clients, pension and profit sharing plans, corporations, and charitable organizations. Hunter is also a partner in H & B Endeavors LLP, which holds residential rental property.

Firm Information

Hunter Holt 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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Hunter Holt’s Registration & Firm History

UT

10/11/2022 - Present

Avantax Planning Partners, Inc. (Beaver UT)

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Licenses & Designations

IA

Issued 10/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hunter Jay Holt.
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