Matthew
Hines
Avantax Planning Partners, Inc
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About this Advisor
Matthew Hines is a financial advisor working out of Gillette, Wyoming. Hines is currently employed by Avantax Planning Partners, Inc. Their career trajectory has included roles at Avantax Planning Partners, Inc, A.B.C. Cpa, Pc, University Of Wyoming, Ymca Of The Rockies Snow Mountain Ranch, Collins Communications, Campbell County Recreation Center, Thunder Basin High School, Sage Valley Junior High and Avantax Investment Services Inc. Hines holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Wyoming. Avantax Planning Partners, Inc is a business that has its headquarters in Dubuque, IA. The investment advisory business has offices in 89 locations and a total of 239 financial advisors. It administers $6 billion in assets between its 11,570 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 123 charities and foundations. Of its 11,570 accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Avantax Planning Partners, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Hines Work History
Matthew has been registered as a financial advisor for 0 years.*
Avantax Planning Partners, Inc
A.B.C. Cpa, Pc
Avantax Investment Services Inc
Ymca Of The Rockies Snow Mountain Ranch
University Of Wyoming
Collins Communications
Campbell County Recreation Center
Thunder Basin High School
Sage Valley Junior High
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Hines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Planning Partners, Inc
Bismarck, ND
Indianapolis, IN
Dubuque, IA
Madison, WI
Mount Vernon, IN
Dubuque, IA
Dubuque, IA
Dubuque, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
