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Alan Emerson Keltner

Avantax Planning Partners, Inc.

Manchester, IA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 1999-12-30
  • IA RA
    APPROVED
    Since 1999-12-30

Branch Locations

217 North Franklin, Manchester, IA 52057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grosling & Company, P.C. Manchester IA 07/1986 Present
Gosling Financial Services Manchester IA 10/1999 Present
Honkamp Krueger Financial Services, Inc. Manchester IA 10/1999 Present
Proequities, Inc. Manchester IA 01/2000 12/2017
  • 07/1986 → Present
    Grosling & Company, P.C.
    Manchester, IA
  • 10/1999 → Present
    Gosling Financial Services
    Manchester, IA
  • 10/1999 → Present
    Honkamp Krueger Financial Services, Inc.
    Manchester, IA
  • 01/2000 → 12/2017
    Proequities, Inc.
    Manchester, IA
Other Businesses

(1) GOSLING & COMPANY, P.C. POSITION: CPA/TREASURER NATURE: PUBLIC ACCOUNTING INVESTMENT RELATED: NO NUMBER OF HOURS: 205 INVESTMENT RELATED HOURS: 2080 START DATE: 07/01/1986 ADDRESS: 217 NORTH FRANKLIN STREET, MANCHESTER IA 52057 DESCRIPTION: CPA SERVICES (2) GOSLING FINANCIAL SERVICES, LLC POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: YES NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 4 START DATE: 12/30/1999 ADDRESS: 217 NORTH FRANKLIN STREET, MANCHESTER IA 52057 DESCRIPTION: INVESTMENT ADVISOR REPRESENTATIVE (3) DBA Keltner Enterprises - I am the owner and I buy and sell antiques. I started this in January 2021 and it located at 152 Crescent Drive, Manchester, IA 52057. This is not investment related. I spend approximately 6-10 hour monthly during non-business hours and zero during non-business hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-03-07
  • S63 Uniform Securities Agent State Law Examination
    2000-03-07
Other Names
  • Al Keltner

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