Kyle
Kunz
Avantax Planning Partners, Inc
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About this Advisor
Kyle Kunz is a financial advisor based in Hiawatha, Iowa, working with Avantax Planning Partners, Inc. Kyle has previously held positions at Honkamp Krueger Financial Services and Honkamp Krueger & Co. Pc. Kyle has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Kyle is part of Avantax Planning Partners, Inc, which operates out of Hiawatha, Iowa. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
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
Honkamp Krueger Financial Services
Honkamp Krueger & Co. Pc
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.
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