LM
Lisa M. Matuszny
AVANTAX PLANNING PARTNERS
Independence, OH 44131
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CRD#: 7475726
LM
Professional summary
Lisa Marie Matuszny, who also goes by Lisa Matuszny, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Independence, Ohio.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lisa has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Matuszny
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.
HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS, INC. POSITION: Shareholder NATURE: The practice of public accounting. We perform audits, compilations and reviews; we prepare all types of tax returns. We offer bookkeeping services and other accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/07/1992 ADDRESS: 4807 Rockside Road Suite 510, Independence OH 44131, United States DESCRIPTION: Shareholder and CPA; I am responsible for supervising employees, reviewing and signing tax returns and financial statements and other duties associated with public accounting. I also perform some human resource duties and other firm management duties as required in a small, closely-held accounting firm. SPICE FIELD KITCHEN POSITION: Board member NATURE: They partner with school and community organizations to deliver immersive agricultural and culinary experiences anywhere from the classroom to school garden spaces to Zoom. Their robust K-12 curriculum focused on "understanding our community food system" was developed by a licensed educator, tied to state standards and built to satisfy STEM requirements.Students are engaged in the full cycle of food: growing, cooking, eating, and composting! Developing culinary self-reliance, food literacy, and knowledge of nutrition helps build individual, family, and community health and wellness. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 9570 Riverview Rd., Brecksville OH 44141, United States DESCRIPTION: I help with budgeting and help them understand financial statements. I also help with fundraising. GREENSMART PAYROLL SOLUTIONS LLC POSITION: Member NATURE: We provide ongoing payroll services to companies, including preparing paychecks and payroll tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/29/2010 ADDRESS: 4807 Rockside Road Suite 510, Independence OH 44131, United States DESCRIPTION: All I do is refer payroll clients to Greensmart. I have no other duties within this business.
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Marie Matuszny'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
January 31, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 4807 Rockside Road Address Suite 510, Independence, OH 44131RIA
CRD#: 106237
Independence, OH
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.Highlighted states indicate IAR registrations
IAR
Ohio(1/31/2022)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
