Honkamp Krueger Financial Services is an investment advisor in Dubuque with $5.46 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Honkamp Krueger Financial Services Inc
SEC CIK
IRS number
421447865
SEC advisor number
801-50939
FINRA CRD number
106237
AUM ?
$5.46 bn
(as of 31 May 23)
Accounts
11,570
(as of 31 May 23)
Employees
239
(239 investment advisory or research)
Address
Honkamp Krueger Financial Services
3390 ASBURY ROAD
DUBUQUE
IA 52002
3390 ASBURY ROAD
DUBUQUE
IA 52002
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
5635822855
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rosalez, Louie, Alan | SR. Vice President | 02/2012 | < 5% |
Mackay, Todd, Christopher | President/board Member | 07/2020 | < 5% |
Rod, Chris, G | Secretary/treasurer | 07/2020 | < 5% |
Spirit Acquisitions, LLC. | Sole Shareholder | 07/2020 | > 75% |
Avantax WM Holdings, Inc. | Managing Member | 07/2020 | |
Project Baseball Sub, Inc. | Sole Shareholder | 09/2015 | > 75% |
Avantax, Inc. | Shareholder | 10/2022 | > 75% |
Avantax Holdings, LLC | Shareholder | 10/2022 | > 75% |
Allen, Jason, Jeffrey | Vice President | 04/2022 | < 5% |
Loner, Melissa, Rilynn | Chief Compliance Officer | 02/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22