Michael Peter Welbes

Current Employers

Employment History

• 07/2013 → 09/2020
  Proequities Inc
  Dubuque, IA
• 09/1998 → Present
  Honkamp Krueger & Company, Pc
  Dubuque, IA
• 09/1998 → 05/2019
  Hk Payroll Inc
  Dubuque, IA
• 01/2008 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA

Other Businesses

(1) I am a Partner and Accountant 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 09/1998. I work approximately 160 hours a month. I provide services typical of public accounting, which might include tax preparation and planning services, business consulting services, and bookkeeping 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 01/2012. 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 Board Member of Opening Doors, a not-for-profit organization located at 1561 Jackson St., Dubuque, IA 52001. I have participated in this activity since 01/2015. I attend periodic board meetings. I devote approximately 3-5 hours per month to this activity, mostly during non-securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-18
• S63 Uniform Securities Agent State Law Examination
  2013-10-09