RK
Rami Kassissieh
AVANTAX PLANNING PARTNERS
Little Rock, AR 72212
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CRD#: 8016149
RK
Professional summary
Rami Kassissieh is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Little Rock, Arkansas.
Rami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Rami 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)HCJ CPAS & ADVISORS PLLC POSITION: Member NATURE: I provide, tax and attest services as well as general tax guidance to businesses and individual clients. HCJ offers attest services (audit, review, compilations) to a wide range of clients and industries. HCJ also offers tax compliance to businesses (1120, 1120S, 1120C, 1065), trusts (1041), individuals (1040, 706, 709) non-profits (990 and 990PF0 as well as tax planning and consulting, and we offer Business Valuation work. INVESTMENT RELATED: No NUMBER OF HOURS: 117 SECURITIES TRADING HOURS: 90 START DATE: 12/31/2020 ADDRESS: 11025 Anderson Drive, Suite 300, Little Rock AR 72212, United States DESCRIPTION: I am a member of the 5 person Executive committee of the firm. Up until July 2024, I was the Tax Department Leader of the Firm. I am know the leader of the Firms Wealth Management Advisory services and I am a member of our Firms Tax Dept subcommittee of Onboarding and Training. I serve both attest and tax client in various industries. I prepare audits, reviews and compilations and I review and prepare tax compliance work and tax planning work. 2)KASSISSIEH HOLDINGS LLC POSITION: Member NATURE: Real Estate Investments - it holds interest in other Real Estate Investments LLC. Only activity in this LLC is investments in Real Estate. No other operations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2007 ADDRESS: 111 Varennes Cove, Little Rock AR 72212, United States DESCRIPTION: My wife and I are the sole owners and I have complete responsibilities for this partnership, but I don't have any responsibilities for the properties that it owns. My specific responsibility is file the annual franchise tax, prepare the income tax return, and make any deposits that the entity receives. 3)ICE MAN MEN'S WEAR INC. POSITION: Treasurer NATURE: Ice Man Men's Wear is a men's retail clothing store. This is a physical store located in Little Rock, Arkansas the sells men's clothing and shoes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2001 ADDRESS: 3901 S. University Av, Suite 25, Little Rock AR 72204, United States DESCRIPTION: I handle the monthly bookkeeping, annual tax return preparation, complete and file the quarterly and annual payroll tax forms, pay the payroll taxes and pay the sales tax for the company. 4)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: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/11/2024 ADDRESS: 11025 Anderson Drive, Suite 300, Little Rock AR 72212, United States DESCRIPTION: Provide Financial planning services to clients Assist client with their investment choices Review investment performance with clients 5)JCL SOUTHWEST LLC POSITION: Member NATURE: This entity hold the real estate that our HCJ CPA's & Advisors PLLC firm rents from for our Jonesboro, AR location. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2223 Browns Ln, Jonesboro AR 72401, United States DESCRIPTION: I don't have any direct responsibilities as it relates to this investment. The Executive Committee of our CPA firm, does control the JCL Southwest LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Rami Kassissieh'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
December 11, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 11025 Anderson Dr. Suite 300, Little Rock, AR 72212Office #2: 2223 Browns Ln, Jonesboro, AR 72401Office #3: 802 Se Plaza Ave Suite 104, Bentonville, AR 72712RIA
CRD#: 106237
Little Rock, AR
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
Arkansas(12/11/2024)
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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