Jerry Kirkpatrick (CRD# 2785743) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Centerville, IA and has over 27 years of experience in the finance industry.
CRD# 4517409
Edward Jones
CRD# 3251157
Ameriprise Financial Services, LLC
CRD# 5630256
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Centerville, IA | Sep 2020 - Current | 3 |
| Honkamp Krueger Financial Services Inc. | Centerville, IA | Dec 2009 - Current | 14 |
| Td&t Financial Group | Centerville, IA | Jan 1982 - Current | 42 |
| Td&t Cpas And Advisors, P.c. | Centerville, IA | Jan 1982 - Current | 42 |
| Proequities, Inc. | Centerville, OH | Dec 2009 - Sep 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- IA
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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