JF
Jessica L. Freiburg
AVANTAX PLANNING PARTNERS
Oak Brook, IL 60523
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CRD#: 7853975
JF
Professional summary
Jessica Lindsey Freiburg is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Oak Brook, Illinois.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jessica has worked at 1 firm .
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.
1)PARKS FOUNDATION OF OAK PARK POSITION: Treasurer NATURE: The Organization raised significant funds to build a new community recreation center that was completed in 2023. The Organization also raises money to support scholarships and after school programs that are run by the Park District of Oak Park. This is done through fundraising events, sending out mailers, attending village wide events, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/07/2022 ADDRESS: 218 Madison Street, Oak Park IL 60302, United States DESCRIPTION: I serve as the treasurer so I prepare an annual budget and oversee the annual audit and tax preparation performed by a third party. I also pay bills throughout the year - usually around 3-5 payments in total and manage the organization's QuickBooks file. As a board member, I help raise funds and awareness for the organization by spreading the word through social media and attending local events. 2)AVANTAX PLANNING PARTNERS, INC. POSITION: Independent Advisor Rep NATURE: APP provides customers with wealth management services, provides smart tax planning strategies, provides retirement planning strategies, offers retirement plan services to businesses and provides customers with life insurance and other products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/31/2024 ADDRESS: 2107 Swift Drive, Suite 210, Oak Brook IL 60523, United States DESCRIPTION: I refer customers to Avantax Planning Partners to invest in their retirement accounts, investment/brokerage accounts or purchase insurance policies. 3)SASSETTI, LLC POSITION: Managing Partner NATURE: Sassetti provides the following services:- Tax planning and preparation- Audit services- Review and compilation services- Accounting support services- Advisory services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 07/12/2004 ADDRESS: 2107 Swift Drive, Suite 210, Oak Brook IL 60523, United States DESCRIPTION: Manage employees, manage client relationships, provide client service, manage firm operations, etc. 4)ILLINOIS WESLEYAN UNIVERSITY COUNCIL FOR WOMEN POSITION: Volunteer NATURE: Women's organization that supports current female identifying students at Illinois Wesleyan University. It plans a summit each year that brings together female identifying alumni for speaker sessions and fun events. The Organization also provides scholarships to students at IWU. We provide mentoring and interviewing support to students throughout the year. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 1312 Park St, Bloomington IL 61701, United States DESCRIPTION: I volunteer as a mentor to students and recent graduates. I perform mock interviews with students when on campus. I may coordinate gatherings in the chicago area for fellow female alumni. I donate funds to support scholarships for students.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lindsey Freiburg'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
February 12, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 2107 Swift Drive, Suite 210, Oak Brook, IL 60523RIA
CRD#: 106237
Oak Brook, IL
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
Illinois(2/12/2024)
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
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