Matthew
Hines
Avantax Planning Partners, Inc
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About this Advisor
Matthew Hines is a financial advisor based in Gillette, Wyoming, working with Avantax Planning Partners, Inc. Matthew has previously held positions 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. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Wyoming. Currently, Matthew is part of Avantax Planning Partners, Inc, which operates out of Gillette, Wyoming. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
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
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
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.
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