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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 1999-06-23
  • IA RA
    APPROVED
    Since 1999-06-23

Branch Locations

100 Court Avenue Suite 209, Des Moines, IA 50309 • 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 Inc Urbandale IA 06/1999 Present
Proequities, Inc. Johnston IA 10/2000 09/2020
Avantax Investment Services, Inc. Urbandale IA 09/2020 09/2025
Cetera Wealth Services, Llc Des Moines IA 09/2025 Present
  • 06/1999 → Present
    Honkamp Krueger Financial Services Inc
    Urbandale, IA
  • 10/2000 → 09/2020
    Proequities, Inc.
    Johnston, IA
  • 09/2020 → 09/2025
    Avantax Investment Services, Inc.
    Urbandale, IA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Des Moines, IA
Other Businesses

HONKAMP KRUEGER FINANCIAL SERVICES POSITION: SENIOR FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES, Address: 6200 Aurora Avenue, #600W, Urbandale, IA 50322, INVESTMENT RELATED: YES HOURS: 160 INVESTMENT RELATED HOURS: 130 START DATE: 06/21/1999 ADDRESS: 2355 JFK ROAD, DUBUQUE IA 52002 DESCRIPTION: WHOLESALER TO CPA REPS. HONKAMP KRUEGER FINANCIAL SERVICES POSITION: Financial Planning Consultant/Non-Equity Partner NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/21/1999 ADDRESS: 3990 Asbury Road, Dubuque IA 52002, United States DESCRIPTION: Wholesaler to CPA reps.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-26
S65 Uniform Investment Adviser Law Examination 1995-03-03
  • S63 Uniform Securities Agent State Law Examination
    2001-02-26
  • S65 Uniform Investment Adviser Law Examination
    1995-03-03

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