CF
Cassidy Fowler
AVANTAX PLANNING PARTNERS
Finleyville, PA 15332
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CRD#: 8016119
CF
Professional summary
Cassidy Fowler, who also goes by Cassidy Lynne Quattrone, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Finleyville, Pennsylvania.
Cassidy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cassidy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cassidy Lynne Quattrone
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)CASSIDY FOWLER POSITION: Sole Proprietor NATURE: Perform accounting tasks for Quattrone Tax and Accounting Services such as payroll processing, bookkeeping, preparing tax documents, administrative tasks and invoicing. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/07/2019 ADDRESS: 909 Aztec Trail, Mercer PA 16137, United States DESCRIPTION: Main responsibilities are payroll processing, bookkeeping, preparing tax documents, administrative tasks and invoicing. 2)AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Adviser Representative NATURE: Investment Adviser to numerous investment clients. APP provides investment and financial planning services and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/04/2024 ADDRESS: 3537 WASHINGTON AVE, FINLEYVILLE PA 15332, United States DESCRIPTION: Assessing client's financial needs. Analyzing client's tax situation. Referring to appropriate Avantax partners.
CRS (Client Relationship Summary) - RIA
Click below to view Cassidy Fowler'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 15, 2025 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 3537 Washington Ave, Finleyville, PA 15332RIA
CRD#: 106237
Finleyville, PA
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
Pennsylvania(2/15/2025)
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.
