HH
Hunter J. Holt
AVANTAX PLANNING PARTNERS
Beaver, UT 84713
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CRD#: 7488084
HH
Professional summary
Hunter Jay Holt, who also goes by Hunter J Holt, Hunter Holt, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Beaver, Utah.
Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Hunter has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hunter J Holt | Hunter Holt
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) H & B ENDEAVORS LLP POSITION: Partner NATURE: An LLC that holds residential rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2020 ADDRESS: 35 W 200 S, Beaver UT 84713, United States DESCRIPTION: A partner in the LLC and help manage the operation of the rentals. Collect Rent Pay Bills 2) AVANTAX PLANNING PARTNERS INC POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients. Provide financial investment and planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/04/2022 ADDRESS: 190 N 100 E, PO Box 2149, Beaver UT 84713, United States DESCRIPTION: Primary communication with financial planning. Assist client with investment choices. Review investment performance with clients 3) 3H INC. POSITION: Senior Manager NATURE: 3H INC is an employee leasing agency that leases employees to Holt & Company. 3H INC employees are providing the following services for Holt & Company: File income tax returns File payroll tax returns With bookkeeping Once licensed, I can offer investment guidance and products to clients Tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2019 ADDRESS: 190 N 100 E, Beaver UT 84713, United States DESCRIPTION: CPA Firm that helps clients: File income tax returns. File payroll tax returns With bookkeeping Once licensed, I can offer investment guidance and products to clients Tax planning
CRS (Client Relationship Summary) - RIA
Click below to view Hunter Jay Holt'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
October 11, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 190 N 100 E, Beaver, UT 84713Office #2: 655 E Days Ave, Delta, UT 84624RIA
CRD#: 106237
Beaver, UT
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
Utah(10/11/2022)
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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Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Beaver, UT 84713TRUST BUT VERIFY
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