Isaac Douglas Bumgardner

Current Employers

Employment History

• 01/2011 → 05/2017
  Student
  Williston, ND
• 08/2016 → 05/2017
  Farmers Union Insurance
  Jamestown, ND
• 05/2017 → 09/2017
  Eide Bailly Llp
  Fargo, ND
• 10/2017 → 06/2019
  Modern Woodmen Of America
  Rock Island, IL
• 01/2018 → 06/2019
  Mwa Financial Services Inc
  Rock Island, IL
• 04/2020 → 08/2020
  State Farm Vp Management Corp
  Moorhead, MN
• 08/2019 → 10/2020
  Zack Heuring Insurance Agency
  Moorhead, MN
• 12/2020 → 01/2022
  Alerus
  Fargo, ND
• 10/2020 → 12/2020
  Unemployed
  Fargo, ND
• 02/2021 → 01/2022
  Infinex Investments, Inc.
  Meriden, CT
• 02/2022 → 09/2025
  Avantax Investment Services Inc.
  Fargo, ND
• 02/2022 → 09/2025
  Avantax Insurance Services
  Fargo, ND
• 01/2022 → Present
  Hk Wealth Management, Llc
  Fargo, ND
• 02/2022 → 09/2025
  Avantax Advisory Services
  Fargo, ND
• 01/2022 → Present
  Haga Kommer, Ltd.
  Fargo, ND
• 07/2025 → 09/2025
  Avantax Fixed/Indexed/Variable Annuity
  Fargo, ND
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Spring Lake Park, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-04-06 → 2025-09-05
  Avantax Advisory Services
  Fargo, ND
  Bismarck, ND
  Detroit Lakes, MN
  Perham, MN
  Spring Lake Park, MN
  St Cloud, MN
  Madan, ND
  Detroit Lakes, MN

Other Businesses

1) HK WEALTH MANAGEMENT, LLC POSITION: Director of Wealth Management NATURE: HK Wealth Management operates on the financial services side. It offers all products available through their broker dealer. HK Wealth Management is the sister company of Haga Kommer Ltd. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2022 ADDRESS: 5195 45th St S, Fargo ND 58104, United States DESCRIPTION: I act as the Director of Wealth Management at HK Wealth Management, LLC. I help lead, develop, and manage our wealth management team and assets. 2) HAGA KOMMER, LTD. POSITION: Director of Wealth Management NATURE: Haga Kommer, Ltd. acts as a sister company to HK Wealth Management (who I am employed by). Haga Kommer, Ltd. handles the pay of my salary. Haga Kommer, Ltd. also deal with the tax/CPA side of Haga Kommer. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2022 ADDRESS: 5195 45th St S, Fargo ND 58104, United States DESCRIPTION: I will have no duties to Haga Kommer, Ltd. my duties through HK Wealth Management LLC are billed to Haga Kommer, Ltd. 3) HARVEST VALLEY CHURCH POSITION: Director NATURE: Meet with church leadership to discuss church plans. This could entail future building plans, salaries for pastor and staff, church events, review church financials. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 6350 76th Ave S, Horace ND 58047, United States DESCRIPTION: Meet with church leadership to discuss church plans. This could entail future building plans, salaries for pastor and staff, church events, review church financials. 4) NAME OF OTHER BUSINESS: HAGA KOMMER CERTIFIED PUBLIC ACCOUNTANTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF WEALTH MANAGEMENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF LICENSED CPA'S THAT WILL BE ADVISORS WITH CETERA;

Exams

• S66 Uniform Combined State Law Examination
  2022-03-31
• S63 Uniform Securities Agent State Law Examination
  2018-11-08

Other Names

• Isaac Douglas Bumgardner
• Isaac D Bumgardner
• Isaac Bumgardner