JS
Justin B. Smithhisler
AVANTAX PLANNING PARTNERS
Roseburg, OR 97470
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CRD#: 6447799
JS
Professional summary
Justin Bo Smithhisler, who also goes by Justin Bo Smithhisler, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Roseburg, Oregon and CETERA WEALTH SERVICES, LLC located in El Segundo, California.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Justin has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Bo Smithhisler
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.
1) AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients. To provide investment and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/09/2024 ADDRESS: 358 NE Winchester, Roseburg OR 97470, United States DESCRIPTION: Primary communication with financial planning. Assist clients with investment choices and review investment performance with clients. 2) WICKS EMMETT LLP POSITION: Associate NATURE: The entity offers a full array of accounting related services. This includes the audits, reviews, and compilations of for profit and non-profit entities, as well as employee benefit plan audits. Additionally, tax related services are offered for individuals and businesses which includes preparation of tax returns, tax planning and compliance. Lastly, services are offered for payroll which includes the preparation of payroll and assistance with the issuance of tax related forms at year end. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/18/2023 ADDRESS: 358 NE Winchester, Roseburg OR 97470, United States DESCRIPTION: As an assurance senior manager, I oversee the assurance staff, including audits, reviews, compilations, and agreed upon procedures. I provide tax services to individuals and non-profit organizations, including form 990 informational returns. I am also involved in firm administrative duties, including firm operations, managerial tasks, staff recruiting, client sourcing, and community outreach. Once licensed, this is the entity I will be using to market the Avantax business/services.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Bo Smithhisler's 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®
NoneExperience
Current
August 29, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 358 Ne Winchester St, Roseburg, OR 97470RIA
CRD#: 106237
Roseburg, OR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245BD
CRD#: 13572
El Segundo, CA
Past
August 11, 2025 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
March 6, 2015 - September 19, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
HILLSBORO, OR
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".
AP
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Oregon(8/29/2024)
RR
Oregon(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/8/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
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)Upgrade to AdvisorCheck Premium
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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
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 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
Red Flags
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Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Roseburg, OR 97470TRUST BUT VERIFY
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