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3390 Asbury Road, Dubuque, IA 52002-2801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2015-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honkamp Krueger & Co., P.C. | Dubuque | IA | 11/2002 | Present |
| Proequities, Inc | Dubuque | IA | 05/2013 | 07/2020 |
| Avantax Planning Partners, Inc. | Dubuque | IA | 12/2014 | Present |
| Honkamp P.C. | Dubuque | IA | 11/2002 | Present |
(1) I am a Partner and Audit Manager with Honkamp Krueger & Co. P.C., a regional public accounting firm. I am located at 2345 JFK Road, Dubuque, IA. I have been with HK & Co. since 01/2002. I work approximately 160 hours a month. I provide services typical of public accounting, which might include audit services, to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am a Member-Owner of Law Building, LLC., a real estate rental entity. My participation is not securities-related or investment-related. The building owned by the entity is located at 2345 JFK Road, Dubuque, IA 52002. My start date is 01/2013. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic member meetings. (3) I am a Member-Owner of HKP Holdings, LLC., a real estate ownership entity. My participation is not securities-related or investment-related. The LLC. owns interests in the HK Payroll company. My start date is 05/2019. I devote 0 hours a month, primarily during non-securities trading hours. (4) I am a Member-Owner of Chippewa River Adventures, LLC., a residential rental entity. My participation is not securities-related or investment-related. The property is located at 8035 W. Council Hill Rd., Galena, IL 61036. My start date is 01/2020. I devote 1-3 hours a month, primarily during non-securities trading hours. My participation includes reviewing rental agreements. (5) I am a Treasurer for the Safari Club International Iowa Chapter, a not-for-profit organization located at 5730 NE 17th Street, Des Moines, IA 50313. I have participated in this activity since 10/2019. I cut checks and reconcile the books and records. I devote approximately 1-2 hours per month to this activity, mostly during non-securities trading hours. (6) I am a member of Hahvet, LLC; a residential rental LLC where I monitor located at 8035 W. Council hill Rd Galena, IL 61036. My start date is Oct 2021 and I spend approximately 5 hours per month during non-business hours. I am a member of Council Hill Farms, LLC; a residential located at 8035 W. Council Hill Rd, Galena, IL 61036. My role is to monitor the rental. I started this role November 1, 2021. I spend approximately 5 hours during non-business hours. 2)EAGLE LODGE RESORT & CAMPGROUND POSITION: Member NATURE: rental activity INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2023 ADDRESS: 4670 W Sweitzer Road, Loretta WI 54896, United States DESCRIPTION: manage and accounting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-18 |
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