Kyle David Boardman

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	2019-01-02

IA RA
APPROVED

Since 2019-01-02

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
Hk Financial Services, Inc.	Dubuque	IA	01/2019	Present
Honkamp Kreuger & Co., P.C.	Hiawatha	IA	06/2012	Present

01/2019 → Present

Hk Financial Services, Inc.

Dubuque, IA
06/2012 → Present

Honkamp Kreuger & Co., P.C.

Hiawatha, IA

Other Businesses

(1) I am an Accountant with Honkamp Krueger & Co. P.C., a regional public accounting firm. I am located at 1751 Boyson Rd., Hiawatha, IA 52233. I have been with HK & Co. since 06/2012. 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 the President of the Executive Board for the Rotary Club of Metro North Cedar Rapids. This activity is not investment-related. It is a Section 501(c)(3) non-profit and its mailing address is P.O. Box 10938, Cedar Rapids, IA 52410. I have been the President since Jan of 2019. I oversee the club's operations and review the monthly financials. I have access to a debit card to help pay for club expenditures when necessary. I devote approximately 15 hours per month to this activity, mostly during non-securities trading hours. 2)CEDAR RAPIDS METRO NORTH ROTARY POSITION: Board Member NATURE: Sit on board of local Rotary. Meet to discuss monthly financials and other club business. 12-4-24 Update per request:our organization is part of Rotary International. Our club focuses on serving local disadvantaged youth in the community through service projects and fundraisers. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2022 ADDRESS: PO Box 10938, Cedar Rapids IA 52410, United States DESCRIPTION: Sit on board and oversee financials and club activity. No specific responsibility for any one function. 3)TANAGER PLACE POSITION: Foundation Board Member NATURE: Sit on foundation board. We oversee programs at Tanager and have input on financial statements and investment activity as it pertains to the foundation.12-4-24 Update per request: Tanager Place is a children's human service agency that helps in many facets with at-risk youth. The foundation for Tanager Place helps with fundraising and oversees the accounts to achieve the long-term objectives of the Foundation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/09/2023 ADDRESS: 2309 C St SW, Cedar Rapids IA 52404, United States DESCRIPTION: Provide oversight over Tanager Foundation activity.