JK
Jerry L. Kirkpatrick
AVANTAX PLANNING PARTNERS
CENTERVILLE, IA 52544
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CRD#: 2785743
JK
Professional summary
Jerry Lee Kirkpatrick is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Centerville, Iowa and CETERA WEALTH SERVICES, LLC located in Centerville, Iowa.
Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jerry has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) ACCOUNTING - TAX; PARTNER - CPA; ACCOUNTING/TAX; NIR; 174; 8; 01/01/1982; 101 WEST VAN BUREN, CENTERVILLE IA 52544; CLIENT SERVICES PARTNER - TAX ACCOUNTING 2) COMMERCIAL REAL ESTATE; PARTNER; REAL ESTATE RENTAL; NIR; 1; 1; 01/01/2010; 101 WEST VAN BUREN, CENTERVILLE IA 52544; PARTNER ONLY 3) FARMER; PARTNER; FARM; NIR; 1; 1; 04/01/1993; 24270 560TH STREET, CENTERVILLE IA 52544; MANAGE FARM AND KEEP RECORDS 4) NON PROFIT; BOARD MEMBER-TREASURER; INDUSTRIAL CORPORATION; NIR; 5; 5; 01/01/2001; 101 WEST VAN BUREN, CENTERVILLE IA 52544; BOARD MEMBER 5) NON-PROFIT; BOARD MEMBER-TREASURER; UNITED WAY; NIR; 1; 1; 01/01/2005; 101 WEST VAN BUREN, CENTERVILLE IA 52544; BOARD MEMBER 6) RENTAL REAL ESTATE; OWNER-LANDLORD; REAL ESTATE RENTAL; NIR; 5; 5; 02/01/2010 1426 OAKLAWN AVE, IOWA CITY IA 52522; OWN COMMERCIAL AND RESIDENTAIL REAL ESTATE. MANAGE PROPERTY 7) SAVAGE INVESTMENT CLUB; PARTNER; INVESTMENT CLUB; NIR; 1; 1; 01/01/1996; 101 WEST VAN BUREN, CENTERVILLE IA 52544 DESCRIPTION: PARTNER 8) INDIAN HILLS COMMUNITY COLLEGE; BOARD MEMBER; COLLEGE; NIR; 3; 1; 07/01/2014; 525 GRANDVIEW AVE, OTTUMWA IA 52544; ATTEND BOARD MEETINGSAPPROVE COLLEGE POLICYAPPROVE MONTHLY ACCOUNTS PAYABLE ACT AS A RESOURCE TO THE PRESIDENT AND OTHER EXECUTIVES OF THE COLLEGE 9) TD&T CPAS AND ADVISORS, P.C.; PARTNER-CPA; ACCOUNTING/TAX; NIR; 174; 8; 01/01/1982; 101 WEST VAN BUREN, CENTERVILLE IA 52544; CLIENT SERVICES PARTNER-TAX ACCOUNTING 10) TD&T REAL ESTATE GROUP LLC; MEMBER; REAL ESTATE RENTAL; NIR; 1; 1; 09/26/2014; 317 HIGH AVENUE EAST, OSKALOOSA IA 52577; MEMBER OF LLCCOMMERICAL OFFICE BUILDINGS 11) MERCYONE CENTERVILLE; Board Member; Hospital; NIR; 1; 1; 07/01/2018; One St. Joseph's Drive, Centerville IA 52544, US; Hospital care for individuals. Board duties only. No management decisions. 12) KDD AGLAND, LLC; Member/Owner; Farm operations; INVESTMENT RELATED: Yes; 5; 1; 01/01/2021; 24270 560th Street, Centerville IA 52544, US; Manage farm operations and maintain financial records 13) KIRKPATRICK & DRAKE; Partner; Farm operation; NIR; 5; 5; 01/01/2010; 24270 560th Street, CENTERVILLE IA 52544, US; Manage farm and keep records 14) IC KIRK PROPERTIES, LLC; Landlord; Real estate rental entity, farm land; NIR; 5; 5; 02/01/2010; 24270 560th Street, Centerville IA 52544, US; Manage property 15) JB KIRK PROPERTIES LLC; Member Manager; Farm operations; NIR; 2; 2; 07/01/2022; 24270 560th Street, Centerville IA 52544, US; Owner manager with spouse. Provide record keeping, deposit income, pay invoices, keep records on Quickbooks. 16) MORGAN CLINE FOUNDATION; Director; Community Foundation to provide grants to Appanoose County and Centerville, Iowa; NIR; 2; 2; 09/01/2022; 217 N 13th Street, Centerville IA 52544, US; Board of Director-Monthly meetings Approve allocation of annual non-profit grants Help with direction on how to help nonprofits as directed by the by laws Approve monthly minutes Review annual budget of Foundation I do not provide any investment advice to this organization 17) MERCY MEDICAL CENTER POSITION: Board of Director NATURE: Hospital INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: One St. Joseph's Drive, Centerville IA 52544, United States DESCRIPTION: Board of Directors Duties
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Lee Kirkpatrick'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®
NoneExperience
Current
December 4, 2009 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 101 W. Van Buren, Centerville, IA 52544RIA
CRD#: 106237
CENTERVILLE, IA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 101 West Van Buren Street, Centerville, IA 52544BD
CRD#: 13572
CENTERVILLE, IA
Past
September 30, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CENTERVILLE, IA
Past
December 9, 2009 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
CENTERVILLE, IA
Past
June 6, 2007 - December 10, 2009
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CENTERVILLE, IA
Past
September 21, 1999 - December 10, 2009
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CENTERVILLE, IA
Past
July 15, 1997 - September 21, 1999
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
September 6, 1996 - August 6, 1997
HOCHMAN & BAKER SECURITIES, INC.
BD
CRD#: 19949
STAMFORD, CT
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Iowa(12/4/2009)
RR
Iowa(9/5/2025)
RR
Missouri(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck 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 | ||
| 12/16/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Centerville, IA 52544TRUST BUT VERIFY
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