Jon Thoms, financial advisor Dubuque IA

Jon Thoms

CRD Number: 5902822
Current Firm: Avantax Planning Partners, Inc.

Jon Thoms (CRD# 5902822) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Honkamp Krueger Financial Services Dubuque, IA May 2014 - Current 9
Honkamp Krueger Clinton, IA Aug 1998 - Current 25
Proequities Inc. Clinton, IA Aug 2013 - Sep 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jon F. Thoms
Phone Number: 563-582-2855
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    5,456
    MILLIONS
  • Total Number of Accounts
    11,570
    ACCOUNTS
  • Average Account Value
    $471,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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