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Matthew Ryan Nigl

Avantax Planning Partners, Inc.

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About Matthew Ryan Nigl

Matthew Nigl is an investment advisor representative with Avantax Planning Partners, Inc. He is a registered representative in Wisconsin. Matthew Nigl has been in the financial services industry since 2008. He is a Partner at NA 2021 LLP and Honkamp Krueger & Co, PC. Matthew Nigl also has a partnership interest in Bowen Street Investments LLP, Law Building Co., L.L.P., HKFS BUILDING CO., L.L.C. and HP INVESTMENTS OF AMERICA INC. Matthew Nigl provides financial and investment planning services. He offers a range of services, including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisers. Matthew Nigl's firm, Avantax Planning Partners, Inc. has a strong track record of helping individuals and businesses achieve their financial goals. Matthew Nigl is committed to providing his clients with personalized service and advice.

Firm Information

Matthew Nigl 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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Matthew Nigl’s Registration & Firm History

WI

05/16/2023 - Present

Avantax Planning Partners, Inc. (OSHKOSH WI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Ryan Nigl.
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