Kyle Joseph Sperfslage

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-11-15