Unclaimed Profile

Dale Leibfried

HONKAMP KRUEGER FINANCIAL SERVICES INC·DUBUQUE, Iowa

Clean record13 years registeredHONKAMP KRUEGER FINANCIAL SERVICES INC

3390 ASBURY ROAD, DUBUQUE, IA 52002-2801CRD# 5902818Firm CRD# 106237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dale Leibfried · DUBUQUE, IA

Registration

CRD #5902818 · HONKAMP KRUEGER FINANCIAL SERVICES INC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HONKAMP KRUEGER FINANCIAL SERVICES INC

HONKAMP KRUEGER FINANCIAL SERVICES INC

Apr 2013 – Dec 2017

DUBUQUE, IA

Registrations & Exams

Registration record

First registered · April 1, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVANTAX PLANNING PARTNERS, INC.

CRD 106237 · SEC 801-50939

AUM

$6.4B

Regulatory assets under management

Employees

248

12,286 client accounts

Services offered by AVANTAX PLANNING PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVANTAX PLANNING PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Dale Leibfried offer?

Dale Leibfried specializes in Financial Planning, Investment Management, Wealth Management.

What are Dale Leibfried's credentials?

Dale Leibfried is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dale Leibfried located?

Dale Leibfried is based in DUBUQUE, Iowa, last registered with HONKAMP KRUEGER FINANCIAL SERVICES INC.

How does Dale Leibfried charge for services?

Dale Leibfried's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HONKAMP KRUEGER FINANCIAL SERVICES INC?

HONKAMP KRUEGER FINANCIAL SERVICES INC has approximately 248 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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