Jerry Lee Kirkpatrick

Current Employers

Employment History

• 01/1982 → Present
  Td&T Financial Group
  Centerville, IA
• 12/2009 → Present
  Avantax Planning Partners
  Centerville, IA
• 12/2009 → 09/2020
  Proequities, Inc
  Centerville, OH
• 01/1982 → Present
  Td&T Cpas And Advisors, P.C.
  Centerville, IA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Centerville, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Centerville, IA

Previous Registrations

• 2007-06-06 → 2009-12-10
  Avantax Advisory Services
  Centerville, IA

Other Businesses

1) ACCOUNTING - TAX; PARTNER - CPA; ACCOUNTING/TAX; NIR; 174; 8; 01/01/1982; 101 WEST VAN BUREN, CENTERVILLE IA 52544; CLIENT SERVICES PARTNER - TAX ACCOUNTING 2) COMMERCIAL REAL ESTATE; PARTNER; REAL ESTATE RENTAL; NIR; 1; 1; 01/01/2010; 101 WEST VAN BUREN, CENTERVILLE IA 52544; PARTNER ONLY 3) FARMER; PARTNER; FARM; NIR; 1; 1; 04/01/1993; 24270 560TH STREET, CENTERVILLE IA 52544; MANAGE FARM AND KEEP RECORDS 4) NON PROFIT; BOARD MEMBER-TREASURER; INDUSTRIAL CORPORATION; NIR; 5; 5; 01/01/2001; 101 WEST VAN BUREN, CENTERVILLE IA 52544; BOARD MEMBER 5) NON-PROFIT; BOARD MEMBER-TREASURER; UNITED WAY; NIR; 1; 1; 01/01/2005; 101 WEST VAN BUREN, CENTERVILLE IA 52544; BOARD MEMBER 6) RENTAL REAL ESTATE; OWNER-LANDLORD; REAL ESTATE RENTAL; NIR; 5; 5; 02/01/2010 1426 OAKLAWN AVE, IOWA CITY IA 52522; OWN COMMERCIAL AND RESIDENTAIL REAL ESTATE. MANAGE PROPERTY 7) SAVAGE INVESTMENT CLUB; PARTNER; INVESTMENT CLUB; NIR; 1; 1; 01/01/1996; 101 WEST VAN BUREN, CENTERVILLE IA 52544 DESCRIPTION: PARTNER 8) INDIAN HILLS COMMUNITY COLLEGE; BOARD MEMBER; COLLEGE; NIR; 3; 1; 07/01/2014; 525 GRANDVIEW AVE, OTTUMWA IA 52544; ATTEND BOARD MEETINGSAPPROVE COLLEGE POLICYAPPROVE MONTHLY ACCOUNTS PAYABLE ACT AS A RESOURCE TO THE PRESIDENT AND OTHER EXECUTIVES OF THE COLLEGE 9) TD&T CPAS AND ADVISORS, P.C.; PARTNER-CPA; ACCOUNTING/TAX; NIR; 174; 8; 01/01/1982; 101 WEST VAN BUREN, CENTERVILLE IA 52544; CLIENT SERVICES PARTNER-TAX ACCOUNTING 10) TD&T REAL ESTATE GROUP LLC; MEMBER; REAL ESTATE RENTAL; NIR; 1; 1; 09/26/2014; 317 HIGH AVENUE EAST, OSKALOOSA IA 52577; MEMBER OF LLCCOMMERICAL OFFICE BUILDINGS 11) MERCYONE CENTERVILLE; Board Member; Hospital; NIR; 1; 1; 07/01/2018; One St. Joseph's Drive, Centerville IA 52544, US; Hospital care for individuals. Board duties only. No management decisions. 12) KDD AGLAND, LLC; Member/Owner; Farm operations; INVESTMENT RELATED: Yes; 5; 1; 01/01/2021; 24270 560th Street, Centerville IA 52544, US; Manage farm operations and maintain financial records 13) KIRKPATRICK & DRAKE; Partner; Farm operation; NIR; 5; 5; 01/01/2010; 24270 560th Street, CENTERVILLE IA 52544, US; Manage farm and keep records 14) IC KIRK PROPERTIES, LLC; Landlord; Real estate rental entity, farm land; NIR; 5; 5; 02/01/2010; 24270 560th Street, Centerville IA 52544, US; Manage property 15) JB KIRK PROPERTIES LLC; Member Manager; Farm operations; NIR; 2; 2; 07/01/2022; 24270 560th Street, Centerville IA 52544, US; Owner manager with spouse. Provide record keeping, deposit income, pay invoices, keep records on Quickbooks. 16) MORGAN CLINE FOUNDATION; Director; Community Foundation to provide grants to Appanoose County and Centerville, Iowa; NIR; 2; 2; 09/01/2022; 217 N 13th Street, Centerville IA 52544, US; Board of Director-Monthly meetings Approve allocation of annual non-profit grants Help with direction on how to help nonprofits as directed by the by laws Approve monthly minutes Review annual budget of Foundation I do not provide any investment advice to this organization 17) MERCY MEDICAL CENTER POSITION: Board of Director NATURE: Hospital INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: One St. Joseph's Drive, Centerville IA 52544, United States DESCRIPTION: Board of Directors Duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-18
• S63 Uniform Securities Agent State Law Examination
  1996-09-05