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Kyle Joseph Sperfslage

Avantax Planning Partners, Inc.

West Des Moines, IA

Dubuque, 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 2026-02-19
  • IA RA
    APPROVED
    Since 2026-02-19

Branch Locations

1089 Jordan Creek Pkwy Suite 370, West Des Moines, IA 50266 • United States

210 Jones St Ste. 104, Dubuque, IA 52001 • 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
Avantax Planning Partners Dubuque IA 04/2022 Present
Full Time High School Student Monticello IA 08/2015 05/2018
University Of Northern Iowa Cedar Falls IA 08/2018 12/2022
Prinsco Jesup IA 06/2020 08/2020
Prinsco Jesup IA 06/2021 08/2021
  • 04/2022 → Present
    Avantax Planning Partners
    Dubuque, IA
  • 08/2015 → 05/2018
    Full Time High School Student
    Monticello, IA
  • 08/2018 → 12/2022
    University Of Northern Iowa
    Cedar Falls, IA
  • 06/2020 → 08/2020
    Prinsco
    Jesup, IA
  • 06/2021 → 08/2021
    Prinsco
    Jesup, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-15
  • S65 Uniform Investment Adviser Law Examination
    2025-11-15

View on SEC IAPD

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