Kyle
Kunz
Avantax Planning Partners, Inc
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About this Advisor
Kyle Kunz is a financial advisor who works out of Hiawatha, Iowa, who has 9 years of industry experience. Kunz is currently employed by Avantax Planning Partners, Inc. Over the course of their career, they have held roles at Honkamp Krueger & Co. Pc and Honkamp Krueger Financial Services. Kunz has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Iowa. Avantax Planning Partners, Inc is a financial advisory firm operating out of Dubuque, IA. It has offices in 89 locations and a total of 239 financial advisors. It manages $6 billion in assets under management across its 11,570 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 11,570 customer accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services the firm provides the client. Fee types charged by Avantax Planning Partners, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kyle Kunz Work History
Kyle has been registered as a financial advisor for 9 years.*
Honkamp Krueger Financial Services
Honkamp Krueger & Co. Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Kunz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Planning Partners, Inc
Mount Vernon, IN
Indianapolis, IN
Dubuque, IA
Dubuque, IA
Dubuque, IA
Madison, WI
Dubuque, IA
Bismarck, ND
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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