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Stephanie Kay Imhoff

Avantax Planning Partners, Inc.

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About Stephanie Kay Imhoff

Stephanie Kay Imhoff is an Investment Advisor Representative with Avantax Planning Partners, Inc., based out of DUBUQUE, IA. Stephanie has been in the industry for over 10 years and has a strong track record of providing financial advice to clients. Stephanie is also a CPA with Honkamp Krueger & Co. PC, offering tax and audit services to individuals and businesses. Stephanie's focus areas include financial planning, portfolio management, and pension consulting. Stephanie offers a variety of compensation arrangements, including fixed fees, hourly charges, and percentage of assets.

Firm Information

Stephanie Imhoff 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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Stephanie Imhoff’s Registration & Firm History

IA

01/02/2014 - Present

Avantax Planning Partners, Inc. (DUBUQUE IA)

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Licenses & Designations

IA

Issued 12/17/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Kay Imhoff.
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