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Matthew Gregory Bregozzo

Chief Compliance OfficerAvantax Planning Partners, Inc.CRD 5881295

About Matthew Gregory Bregozzo

Matthew Gregory Bregozzo is listed as Chief Compliance Officer at Avantax Planning Partners, Inc. in Dubuque, IA. Form ADV reports a beneficial ownership band of Under 5%. Matthew Gregory Bregozzo is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Avantax Planning Partners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Gregory Bregozzo work?

Matthew Gregory Bregozzo is listed as Chief Compliance Officer at Avantax Planning Partners, Inc. on SEC Form ADV.

How much of Avantax Planning Partners, Inc. does Matthew Gregory Bregozzo own?

Form ADV reports a beneficial ownership band of Under 5%.

Avantax Planning Partners, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Avantax Planning Partners, Inc. →

Avantax Advisory Services, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Avantax Advisory Services, Inc. →