Unclaimed Profile

Scott Glen Walloch

HONKAMP KRUEGER FINANCIAL SERVICES INC·DUBUQUE, Iowa

Clean record17 years registeredHONKAMP KRUEGER FINANCIAL SERVICES INC

3390 ASBURY ROAD, DUBUQUE, IA 52002-2801CRD# 5571168Firm CRD# 106237

Profile Verification

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

Identity

Scott Glen Walloch · DUBUQUE, IA

Registration

CRD #5571168 · HONKAMP KRUEGER FINANCIAL SERVICES INC · 17 years registered

Brand Profile

Not yet started

Career History

MARINER

Jun 2024 – present

AVANTAX PLANNING PARTNERS, INC.

Jul 2012 – Jun 2024

Indianapolis, IN

BKD WEALTH ADVISORS, LLC

Nov 2009 – Jun 2012

INDIANAPOLIS, IN

HUFFORD FINANCIAL ADVISORS, LLC

Sep 2008 – Feb 2010

INDIANAPOLIS, IN

Registrations & Exams

Registration record

First registered · September 9, 2008

Years registered · 17

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 Scott Glen Walloch offer?

Scott Glen Walloch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBUQUE, Iowa for a consultation.

What are Scott Glen Walloch's credentials?

Scott Glen Walloch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Glen Walloch located?

Scott Glen Walloch 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 Scott Glen Walloch charge for services?

Scott Glen Walloch'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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