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Aretec Group, Inc.

Sole ShareholderAvantax Planning Partners, Inc.

About Aretec Group, Inc.

Aretec Group, Inc. is listed as Sole Shareholder at Avantax Planning Partners, Inc. in Dubuque, IA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Avantax Planning Partners, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Aretec Group, Inc. work?

Aretec Group, Inc. is listed as Sole Shareholder at Avantax Planning Partners, Inc. on SEC Form ADV.

How much of Avantax Planning Partners, Inc. does Aretec Group, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Avantax Planning Partners, Inc.

TitleSole Shareholder
OwnershipOver 75%
Control personYes
Since2023