MN
Matthew R. Nigl
AVANTAX PLANNING PARTNERS
OSHKOSH, WI 54904
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CRD#: 7643622
MN
Professional summary
Matthew Ryan Nigl, who also goes by Matt Nigl, Matthew Nigl, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Oshkosh, Wisconsin.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Nigl | Matthew Nigl
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) WW ASSOCIATION OF CONDOMINIUM OWNERS INC; Treasurer; Corporation formed to serve as an association of unit owners who own real estate and improvements. Adopt budgets for revenues, expenditures and reserves. Make contracts and incur liabilities, including contracts to provide and/or furnish amenities. Regulate and impose charges for the use and rental of common elements; NIR; HRS 3; HRS 0; 03/14/2006; 2450 WITZEL AVENUE, OSHKOSH WI 54904; Keep track of all receipts and disbursements and financial records and books of accounts. Treasurer shall be responsible for the deposit of all monies. 2) NA 2021 LLP; Partner; Tax and accounting firm; Prepare business and individual tax returns, Process Payroll, Bookkeeping, Consulting; NIR; HRS 4; HRS 0; 08/27/2008; 2450 WITZEL AVENUE, OSHKOSH WI 54904; Management of tax and accounting firm 1) Work with clients 2) Work with employees 3) Collect income 4) Pay bills 3) HONKAMP KRUEGER & CO, PC; Partner; CPA and business advisory group 1) Accounting, Audit & Assurance Services 2) Advisory Services 3) Business Transition & Valuation 4) Financial Advisory Services; IR; HRS 110; HRS 110; 12/01/2021; 2450 WITZEL AVENUE, OSHKOSH WI 54904; CPA and Partner in Charge of Oshkosh office. 1) Prepare and review tax returns 2) Consulting 3) Oversee book of tax and accounting clients 4) Manage Oshkosh location 4) AVANTAX PLANNING PARTNERS, INC; Investment Advisor Representative; IAR to numerous investment clients and provide financial and investment planning; IR; HRS 20; HRS 20; 10/03/2022; 2450 WITZEL AVENUE, OSHKOSH WI 54904; Assist client in determining a suitable investment allocation choice. Review investment performance with client on an annual or semi-annual basis. 5) BOWEN STREET INVESTMENTS LLP POS: Partner NATURE: Real Estate Rental Property 1) Find tenants, if applicable 2) Improve building, if applicable 3) Collect rental income 4) Pay rental expenses INV RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2008 ADDR: 2450 WITZEL AVENUE, OSHKOSH WI 54904 DESC: Management of rental property 1) Work with tenants 2) Work with vendors for building improvements 3) Collect rental income 4) Pay rental expenses 6) HONKAMP, PC POS: Shareholder NATURE: CPA and business advisory group 1) Accounting, Audit & Assurance Services 2) Advisory Services 3) Business Transition & Valuation 4) Financial Advisory Services INV RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 110 START DATE: 12/01/2021 ADDR: 2450 WITZEL AVENUE, OSHKOSH WI 54904 DESC: CPA and Partner in Charge of Oshkosh office. 1) Prepare and review tax returns 2) Consulting 3) Oversee book of tax and accounting clients 4) Manage Oshkosh location 7) LAW BUILDING CO., L.L.P. POS: Partner NATURE: Real Estate Rental Property 1) Find tenants, if applicable 2) Improve building, if applicable 3) Collect rental income 4) Pay rental expenses INV RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDR: 2345 JFK Road, Dubuque IA 52002 DESC: Attend company meetings and vote, if applicable. No other duties and responsibilities. 8) HKFS BUILDING CO., L.L.C. POS: Partner NATURE: Real Estate Rental Property 1) Find tenants, if applicable 2) Improve building, if applicable 3) Collect rental income 4) Pay rental expenses INV RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDR: 2345 JFK Road, Dubuque IA 52002 DESC: Attend company meetings and vote, if applicable. No other duties and responsibilities. 9) HP INVESTMENTS OF AMERICA INC POSITION: Owner NATURE: A full-service payroll and human capital management company. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2023 ADDRESS: 2345 John F Kennedy Road, Dubuque IA 52002, United States DESCRIPTION: I'm a shareholder and attend the annual shareholder meeting. No other involvement.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ryan Nigl'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
May 16, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 2450 Witzel Avenue, Oshkosh, WI 54904RIA
CRD#: 106237
OSHKOSH, WI
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
Wisconsin(5/16/2023)
Exams
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
