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Gregory C. Burbach
AVANTAX PLANNING PARTNERS
DUBUQUE, IA 52002
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CRD#: 4347989
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Professional summary
Gregory Carl Burbach, CFP® is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Dubuque, Iowa.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gregory has worked at 1 firm .
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)President and Managing Partner of Honkamp Krueger & Co. P.C., a regional public accounting firm. I am located at 2345 JFK Road, Dubuque, IA. I have been with HK & Co. since 1996. I work approximately 160 hours a month. I provide services typical of public accounting, which might include tax preparation and planning services, business consulting services, and bookkeeping services, to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am a Member-Owner of Law Building, LLC., a real estate rental entity. My participation is not securities-related or investment-related. The building owned by the entity is located at 2345 JFK Road, Dubuque, IA 52002. My start date is 1996. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic member meetings. (3) I am a Board Member and Shareholder of Addoco, Inc., a local manufacturer located in Peosta, IA. I have been a shareholder and board member since 2019. I devote approximately 1-5 hours a month to this activity, primarily during non-securities trading hours. I attend periodic board meetings. My participation is not securities-related or investment-related. (3) Board Member for the Catholic Charities Foundation, a not-for-profit entity located in Dubuque, IA. I have been a board member since 2019. I devote approximately 1-5 hours a month to this activity, primarily during non-securities trading hours. I attend periodic board meetings. My participation is not securities-related or investment-related. (5) I am a Board Member and Board Treasurer for the Dubuque Boys & Girls Club. This activity is not investment-related. It is located at 1299 Locust Street, Dubuque, IA 52001. I have participated in this activity since 2010. I handle the finances including paying bills and depositing donations received. I devote approximately 1-5 hours per month to this activity, mostly during non-securities trading hours. (4) HP INVESTMENTS OF AMERICA, INC. POSITION: Shareholder NATURE: HP Investments of America, Inc.? is a startup company providing payroll services. It does not have any investment related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/16/2023 ADDRESS: 2477 JFK Road, Dubuque IA 52002, United States DESCRIPTION: Shareholder
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Carl Burbach'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®
Experience
Current
June 30, 2004 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 2345 Jfk Road, Dubuque, IA 52002RIA
CRD#: 106237
DUBUQUE, IA
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
Iowa(6/30/2004)
Exams
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.
