John C. Csargo

AVANTAX PLANNING PARTNERS

Minneapolis, MN 55425

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CRD#: 4084774

Professional summary

John Clay Csargo, CFP® is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Minneapolis, Minnesota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am an Accountant & Partner with Boyum & Barenscheer, PLLP, a regional CPA firm located in Minneapolis, MN. I am located at 3050 Metro Drive, Suite 3050. I have been with Boyum & Barenscheer since December 2015. I work approximately 2650 hours a year. I provide services that are typically of public accounting, including tax services, consulting, account services and valuation services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Clay Csargo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

September 29, 2017 - Present

AVANTAX PLANNING PARTNERS, INC.

Office #1: 3050 Metro Drive Suite 3050, Minneapolis, MN 55425

RIA

CRD#: 106237

Minneapolis, MN

Past

October 5, 2012 - December 1, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MINNEAPOLIS, MN

Past

September 11, 2000 - October 15, 2012

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(9/29/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/2000

General Securities Representative Examination

Current Firm

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 Approved)

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Contact information

Main Address

3390 Asbury Road, Dubuque, IA 52002-2801

Mailing Address

Phone number

(563) 582-2855

Established

Firm type

Fiscal year end

# of Employees

254

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APP ADV PART 2A BROCHURE (10/16/2025)

Regulatory assets under management

Total Number of Accounts	13,679
AUM (Assets Under Management)	$ 6,933,162,284

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/28/2023	Cover Page	Report
12/16/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John C. Csargo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Clay Csargo's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX PLANNING PARTNERS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

AVANTAX PLANNING PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/22/2000

SIE

Date: 12/1/2015

Series 7

Date: 9/8/2000

Current Firm

AVANTAX PLANNING PARTNERS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVANTAX PLANNING PARTNERS, INC.

TRUST BUT VERIFY

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