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.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Avantax Advisory Services, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |