Andrew Matuzak
Investment Adviser Representative at Avantax Planning Partners, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Matuzak is an investment adviser representative with Avantax Planning Partners, Inc. in Saginaw, MI, where they have been registered since 2021. They have worked in the securities industry since 2021 and were previously registered with Avantax Investment Services, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
10 states and territories
Colorado, Florida, Hawaii, Iowa, Michigan, Nevada, New York, Ohio, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
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.
- Avantax Planning Partners, Inc.Dec 2022 – Sep 2026El Segundo, CA
- Yeo & Yeo P.C., CPAs & Business ConsultantsDec 2011 – no end date reportedSaginaw, MI
- Avantax Investment Services Inc.Dec 2022 – Sep 2025Saginaw, MI
- 103 Provincial Court #31, LLCFeb 2020 – no end date reportedSaginaw, MI
- Yeo & Yeo P.C., CPAs & Business AdvisorsDec 2011 – no end date reportedSaginaw, MI
- Cetera Wealth Services, LLCSep 2025 – no end date reportedSaginaw, MI
- Cetera Planning PartnersSep 2026 – no end date reportedEl Segundo, CA
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.
Showing 12 of 258 in the directory
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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. Andrew Matuzak 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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