DA
Daniyal I. Ahmed
AVANTAX PLANNING PARTNERS
Chicago, IL
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CRD#: 6810774
DA
Professional summary
Daniyal I Ahmed, CFP®, who also goes by Daniyal Ikhlas Ahmed, Daniyal Ahmed, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Chicago, Illinois and CETERA WEALTH SERVICES, LLC located in Indianapolis, Indiana.
Daniyal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Daniyal has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniyal Ikhlas Ahmed | Daniyal Ahmed
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) DBA - HONKAMP KRUEGER FINANCIAL; INVESTMENT RELATED;3390 ASBURY ROAD, DUBUQUE, IA 52002;FINANCIAL SERVICES; INVESTMENT SERVICES REPRESENTATIVE; START DATE 11/2018; 160 HOURS PER MONTH WITH MOST HOURS OCCURRING DURING TRADING HOURS;ASSIST INVESTMENT ADVISORS IN THE OFFICE WITH CLIENT SERVICE NEEDS. 2) HKFS POSITION: FINANCIAL ASSOCIATE NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 11/05/2018 ADDRESS: 3390 Asbury Road, Dubuque IA 52002, United States; DESCRIPTION: consulting with clients to help them make financial decisions. opening + servicing accounts. 3) RENTAL PROPERTY (DUPLEX - OWNER OCCUPIED) POSITION: Property Owner / Manager NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 1599 Washington Street, Dubuque IA 52001, United States; DESCRIPTION: I purchased a Duplex in Dubuque, IA. I have renovated the duplex and am now going to be leasing out one side of the building. I reside in 1597 Washington St, While the rental side is 1599 Washington St.; Rent is $975 / month. It is an owner-occupied building as this is my primary and only residence. 4) HONKAMP KRUEGER FINANCIAL SERVICES POSITION: FINANCIAL ASSOCIATE NATURE: FINANCIAL ADVISER INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/05/2018 ADDRESS: 3390 ASBURY ROAD, DUBUQUE IA 52002, United States; DESCRIPTION: ADVISING CLIENTS WITH THEIR FINANCIAL NEEDS 5) RENTAL PROPERTY POSITION: Manager NATURE: Owner of duplex rented out. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 1597 Washington St., Dubuque IA 52001, United States; DESCRIPTION: Coordinate property maintenance. 6) AVANTAX PLANNING PARTNERS POSITION: ASSOCIATE FINANCIAL PLANNING CONSULTANT NATURE: RIA - SCHWAB - FINANCIAL PLANNING CONSULTANT INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 03/01/2021; ADDRESS: 8604 Allisonville Road, Suite 390, Indianapolis IN 46250, United States; DESCRIPTION: ADVISING / PLANNING / ONBOARDING / SERVICING / ETC 7) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/12/2024 ADDRESS: 8604 Allisonville Road, Suite 390, Indianapolis IN 46250, United States DESCRIPTION: INSURANCE SALES
CRS (Client Relationship Summary) - RIA
Click below to view Daniyal I Ahmed'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
January 8, 2019 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #2: 2107 Swift Dr Suite 210, Oak Brook, IL 60523Office #3: 8604 Allisonville Road Suite 390, Indianapolis, IN 46250RIA
CRD#: 106237
Chicago, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8604 Allisonville Road Suite 390, Indianapolis, IN 46250BD
CRD#: 13572
INDIANAPOLIS, IN
Past
September 30, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
INDIANAPOLIS, IN
Past
January 3, 2019 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
INDIANAPOLIS, IN
Past
November 22, 2017 - October 23, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CEDAR RAPIDS, IA
Past
August 17, 2017 - October 23, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CEDAR RAPIDS, 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.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
Illinois(4/14/2023)
RR
Illinois(9/5/2025)
IAR
Indiana(7/16/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law 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
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.
