Kathy Herrig's Contact Details

Kathy Herrig's Company Details

Avantax Planning Partners

Dubuque, Iowa, United States • 120 Employees
Financial Services

Avantax Planning Partners (formerly HK Financial Services) collaborates with CPA firms across the nation to provide a holistic approach to the wealth management needs of our clients. Our comprehensive approach to wealth management ensures clients receive the guidance they can trust, planning they can understand and financial strategies that make a difference.Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Securities are offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.