Anita Kalafut
AVANTAX PLANNING PARTNERS
Coon Rapids, MN
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CRD#: 2715167
Professional summary
Anita Kalafut, CFP®, who also goes by Anita Marie Edlund, Anita Marie Edlund, Anita Edlund Kalafut, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Coon Rapids, Minnesota.
Anita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Anita has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.
Core Areas of Focus
College/Education Planning
Estate & Generational Planning Issues
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
Many advisors claim to offer Wealth Management services but are merely offering investment / portfolio management. If you are not receiving personal attention and customized solutions for all of your financial needs, you are NOT receiving the Wealth Management Strategy you deserve (but may be paying for anyway).
Contact Summit Wealth Advocates today to:
GET DIRECTION: SWA will develop financial projections to help you understand your long-term financial readiness and work with you to reach your goals. We will act as a behavioral coach to maintain a long-term perspective.
GET CONTROL OF TAXES: No one likes a big surprise bill when filing taxes. We prepare tax projections each year to determine whether you are paying in an appropriate amount along the way. We also manage your investment portfolio with your tax situation in mind to reduce taxable income, where possible.
LEARN NEW STRATEGIES: As you move through different stages of life, we’ll help you identify opportunities to save for retirement, buy a house, save for college, prepare your estate, etc. Not to mention that tax laws seem to change every few years and managing through those changes can make a big impact over time.
TRIM FEES: Via our passive investment approach, we may be able to reduce the cost of your investments, which can mean more money is working towards your goals.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Education Planning
Tax Planning
Retirement Income Management
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Anita Marie Edlund | Anita Marie Edlund | Anita Edlund Kalafut
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Anita Kalafut's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
November 28, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Coon Rapids, MN
Past
November 19, 2019 - March 28, 2024
SUMMIT WEALTH ADVOCATES, LLC
RIA
CRD#: 151330
Coon Rapids, MN
Past
January 20, 2014 - October 7, 2019
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
RIA
CRD#: 110372
MAPLE GROVE, MN
Past
September 23, 2002 - November 19, 2007
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
MAPLE GROVE, MN
Past
July 29, 1998 - September 25, 2002
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
February 28, 1996 - August 4, 1998
AMERICAN CAPITAL CORPORATION
BD
CRD#: 16124
VALLEY FORGE, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(11/28/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)PREMIUM
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Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
