Aaron P Cullen
Financial Professional at Avantax Planning Partners, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron P. Cullen is a financial professional associated with Avantax Planning Partners, Inc. in Platteville, WI, where they have been associated since 2013. They have worked in the securities industry since 2013 and were previously registered with Proequities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products).
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Honkamp, P.C.Jan 1997 – no end date reportedPlatteville, WI
- Proequities IncJul 2013 – Sep 2020Platteville, WI
- Honkamp Krueger Financial ServicesOct 2013 – Jul 2026Dubuque, IA
- Friday FinancialSep 2026 – no end date reportedPlatteville, WI
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Avantax Planning Partners, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 to $1,000,0001.25%
- $1,000,001 to $2,000,0001.00%
- $2,000,001 to $5,000,0000.75%
- Over $5,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Turnkey tax-focused financial planning and wealth management, including salaried Financial Planning Consultants, best-in-class financial plan development, client development support, firm relationship management, and assistance with paperwork, compliance, and marketing.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 258
- Offices listed on AdvisorFinder:
- 31
- Main office:
- Dubuque, IA
- SEC file number:
- 801-50939
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 18, 2026
View full firm profileOther advisors at Avantax Planning Partners, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron P Cullen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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