Kyle Kunz, financial advisor Hiawatha IA

Kyle Kunz

CRD Number: 6285255
Current Firm: Avantax Planning Partners, Inc.

Kyle Kunz (CRD# 6285255) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Hiawatha, IA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Honkamp Krueger Financial Services Dubuque, IA Jan 2014 - Current 10
Honkamp Krueger & Company Pc Dubuque, IA Aug 1999 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Kyle S. Kunz
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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