Kyle Steven Kunz

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:

Current Employers

Avantax Planning Partners, Inc.

3390 Asbury Road, Dubuque, IA 52002-2801 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2014-01-02

IA RA
APPROVED

Since 2014-01-02

Branch Locations

1751 Boyson Rd, Hiawatha, IA 52233 • 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

Organization	City	State	From	To
Honkamp Krueger & Co. Pc	Dubuque	IA	08/1999	Present
Honkamp Krueger Financial Services	Dubuque	IA	01/2014	Present

08/1999 → Present

Honkamp Krueger & Co. Pc

Dubuque, IA
01/2014 → Present

Honkamp Krueger Financial Services

Dubuque, IA

Other Businesses

I AM A CPA OF HONKAMP KRUEGER & CO,PC 1751 BOYSON RD, HIAWATHA, IA 52233. THE MAIN OFFICE IS IN DUBUQUE, IOWA. THIS IS NOT INVESTMENT-RELATED BUSINESS. THE COMPANY PROVIDES TAX SERVICES TO CLIENTS. I BEGAN WORKING AT HK & CO. ON 8/9/1999 AND WORK APPROXIMATELY 220 HOURS PER MONTH IN THIS POSITION, THE MAJORITY OF THIS TIME IS DURING MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-11-07

S65 Uniform Investment Adviser Law Examination

2013-11-07

View on SEC IAPD