Daniyal I Ahmed

Current Employers

Employment History

• 08/2013 → 05/2017
  University Of Iowa
  Iowa City, IA
• 05/2017 → 08/2017
  Unemployed
  Iowa City, IA
• 08/2017 → 12/2018
  Axa Advisors, Llc
  New York, NY
• 11/2018 → Present
  Honkamp Krueger Financial Services Inc
  Indianapolis, IN
• 01/2019 → 09/2020
  Proequities Inc
  Indianapolis, IN
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Indianapolis, IN
• 03/2021 → Present
  Avantax Planning Partners
  Indianapolis, IN
• 12/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Indianapolis, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Indianapolis, IN

Previous Registrations

• 2017-11-22 → 2018-10-23
  Equitable Advisors, Llc
  Galena, IL
  Omaha, NE
  Cedar Rapids, IA

Other Businesses

1) DBA - HONKAMP KRUEGER FINANCIAL; INVESTMENT RELATED;3390 ASBURY ROAD, DUBUQUE, IA 52002;FINANCIAL SERVICES; INVESTMENT SERVICES REPRESENTATIVE; START DATE 11/2018; 160 HOURS PER MONTH WITH MOST HOURS OCCURRING DURING TRADING HOURS;ASSIST INVESTMENT ADVISORS IN THE OFFICE WITH CLIENT SERVICE NEEDS. 2) HKFS POSITION: FINANCIAL ASSOCIATE NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 11/05/2018 ADDRESS: 3390 Asbury Road, Dubuque IA 52002, United States; DESCRIPTION: consulting with clients to help them make financial decisions. opening + servicing accounts. 3) RENTAL PROPERTY (DUPLEX - OWNER OCCUPIED) POSITION: Property Owner / Manager NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 1599 Washington Street, Dubuque IA 52001, United States; DESCRIPTION: I purchased a Duplex in Dubuque, IA. I have renovated the duplex and am now going to be leasing out one side of the building. I reside in 1597 Washington St, While the rental side is 1599 Washington St.; Rent is $975 / month. It is an owner-occupied building as this is my primary and only residence. 4) HONKAMP KRUEGER FINANCIAL SERVICES POSITION: FINANCIAL ASSOCIATE NATURE: FINANCIAL ADVISER INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/05/2018 ADDRESS: 3390 ASBURY ROAD, DUBUQUE IA 52002, United States; DESCRIPTION: ADVISING CLIENTS WITH THEIR FINANCIAL NEEDS 5) RENTAL PROPERTY POSITION: Manager NATURE: Owner of duplex rented out. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 1597 Washington St., Dubuque IA 52001, United States; DESCRIPTION: Coordinate property maintenance. 6) AVANTAX PLANNING PARTNERS POSITION: ASSOCIATE FINANCIAL PLANNING CONSULTANT NATURE: RIA - SCHWAB - FINANCIAL PLANNING CONSULTANT INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 03/01/2021; ADDRESS: 8604 Allisonville Road, Suite 390, Indianapolis IN 46250, United States; DESCRIPTION: ADVISING / PLANNING / ONBOARDING / SERVICING / ETC 7) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/12/2024 ADDRESS: 8604 Allisonville Road, Suite 390, Indianapolis IN 46250, United States DESCRIPTION: INSURANCE SALES

Exams

• S66 Uniform Combined State Law Examination
  2017-11-09

Designations

Other Names

• Daniyal Ahmed
• Daniyal Ikhlas Ahmed