Alan Emerson Keltner

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2000-03-07

Other Names

• Al Keltner