Best Investors Account Sign in
Inactive

Kelly Leigh Edmonds

Cetera Investment Advisers LLC

Schaumburg, IL

Avantax Planning Partners, Inc.

Dubuque, IA

Dubuque, IA

Claim This Profile
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-09-05
  • IA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Avantax Planning Partners, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2012-01-18
  • IA RA
    APPROVED
    Since 2012-01-18

Branch Locations

3390 Asbury Road, Dubuque, IA 52002 • United States

Dubuque, IA • 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
Honkamp Krueger Financial Services Dubuque IA 01/2007 01/2021
Avantax Planning Partners Dubuque IA 01/2021 Present
Avantax Advisory Services Dubuque IA 03/2021 Present
Cetera Wealth Services, Llc El Segundo CA 04/2025 Present
Avantax Investment Security Dubuque IA 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/2007 → 01/2021
    Honkamp Krueger Financial Services
    Dubuque, IA
  • 01/2021 → Present
    Avantax Planning Partners
    Dubuque, IA
  • 03/2021 → Present
    Avantax Advisory Services
    Dubuque, IA
  • 04/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2023 → Present
    Avantax Investment Security
    Dubuque, IA
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2021-03-18 → 2025-09-05
    Avantax Advisory Services
    Dubuque, IA
    Dallas, TX
    Dubuque, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-16
  • S65 Uniform Investment Adviser Law Examination
    2011-12-16

View on SEC IAPD

More in Schaumburg, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor