GB
Gregory C. Burbach
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CRD#: 4347989
GB
Gregory Carl Burbach
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory Carl Burbach, CFP® was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2004. Gregory had worked at 1 firm .
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)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
June 30, 2004 - July 13, 2026
AVANTAX PLANNING PARTNERS, INC.
RIA
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.
Visual representation of state registrations
This advisor is not registered in any state.
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)Loading...
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
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