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Gregory Carl Burbach

HONKAMP KRUEGER FINANCIAL SERVICES INC·DUBUQUE, Iowa
Clean record22 years registeredHONKAMP KRUEGER FINANCIAL SERVICES INC
3390 ASBURY ROAD, DUBUQUE, IA 52002-2801CRD# 4347989Firm CRD# 106237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Carl Burbach · DUBUQUE, IA
Registration
CRD #4347989 · HONKAMP KRUEGER FINANCIAL SERVICES INC · 22 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · June 30, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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
Introduction

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05

Frequently Asked Questions

What services does Gregory Carl Burbach offer?
Gregory Carl Burbach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBUQUE, Iowa for a consultation.
What are Gregory Carl Burbach's credentials?
Gregory Carl Burbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Carl Burbach located?
Gregory Carl Burbach is based in DUBUQUE, Iowa, working with HONKAMP KRUEGER FINANCIAL SERVICES INC. Their office serves clients in the DUBUQUE metropolitan area and surrounding communities.
How does Gregory Carl Burbach charge for services?
Gregory Carl Burbach'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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