| Name: | AVANTAX PLANNING PARTNERS, INC. |
| Legal type: | Foreign Corporation |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 06 Dec 2016 (8 years ago) |
| Organization Date: | 01 Dec 1995 (29 years ago) |
| Authority Date: | 06 Dec 2016 (8 years ago) |
| Last Annual Report: | 28 Jun 2024 (10 months ago) |
| Organization Number: | 0969854 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| Principal Office: | 3200 OLYMPUS BLVD, STE 100, Coppell, TX 75019 |
| Place of Formation: | IOWA |
| Name | Role |
|---|---|
| Thomas A Gooley | Director |
| Lisa Gok | Director |
| Joseph D Neary | Director |
| Name | Role |
|---|---|
| John Darrah | Authorized Rep |
| Name | Role |
|---|---|
| Kelly Adams | Registered Agent |
| CORPORATION SERVICE COMPANY | Registered Agent |
| Name | Role |
|---|---|
| Todd C Mackay | President |
| Name | Role |
|---|---|
| John Darrah | Officer |
| Name | Role |
|---|---|
| Christopher Rod | Secretary |
| Lisa Gok | Secretary |
| Name | Role |
|---|---|
| Christopher Rod | Treasurer |
| Keith Shores | Treasurer |
| Name | Action |
|---|---|
| Honkamp Krueger Financial Services Inc. | Old Name |
| Name | Status | Expiration Date |
|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | Active | 2027-05-23 |
| AVANTAX PLANNING PARTNERS | Active | 2027-05-23 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-28 |
| Annual Report | 2023-04-18 |
| Principal Office Address Change | 2023-04-18 |
| Certificate of Assumed Name | 2022-05-23 |
| Certificate of Assumed Name | 2022-05-23 |
| Annual Report | 2022-03-21 |
| Principal Office Address Change | 2021-05-07 |
| Annual Report | 2021-05-07 |
| Amendment | 2021-02-08 |
| Registered Agent name/address change | 2020-10-15 |
Sources: Kentucky Secretary of State
