Matt Morey
Profile
Matthew Robert Morey worked as an Investment Advisor at Avantax Planning Partners, Inc.
Former positions of Matt Morey
| Companies | Position | End |
|---|---|---|
Avantax Planning Partners, Inc.
 Avantax Planning Partners, Inc. Investment ManagersFinance Avantax Planning Partners, Inc. is a SEC-registered investment advisor headquartered in Dubuque, Iowa. Formerly known as Honkamp Krueger Financial Services, Inc. (HKFS), the firm was founded in 1995 by partners of Honkamp Krueger & Co., P.C., a CPA and business consulting firm. In 2020, HKFS was acquired by Blucora, Inc. and rebranded to Avantax Planning Partners in 2021. They are a direct subsidiary of Spirit Acquisitions LLC. Avantax Planning Partners provides investment advisory services to Tax Professionals across the nation. | Analyst-Fixed Income | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Avantax Planning Partners, Inc.
Avantax Planning Partners, Inc. Investment ManagersFinance Avantax Planning Partners, Inc. is a SEC-registered investment advisor headquartered in Dubuque, Iowa. Formerly known as Honkamp Krueger Financial Services, Inc. (HKFS), the firm was founded in 1995 by partners of Honkamp Krueger & Co., P.C., a CPA and business consulting firm. In 2020, HKFS was acquired by Blucora, Inc. and rebranded to Avantax Planning Partners in 2021. They are a direct subsidiary of Spirit Acquisitions LLC. Avantax Planning Partners provides investment advisory services to Tax Professionals across the nation. | Finance |
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