LH
Laura E. Hoss
AVANTAX PLANNING PARTNERS
Davenport, IA 52806
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CRD#: 6911094
LH
Professional summary
Laura Elizabeth Hoss, who also goes by Laura Elizabeth Requet, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Davenport, Iowa.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Laura has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laura Elizabeth Requet
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) I am an Accounting Manager with Honkamp Krueger & Co., P.C., a regional CPA firm. I am located at 908 W. 35th Street, Davenport, IA 52806. I have been with the CPA firm since 01/2016. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax services, consulting, and account 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 the treasurer for the non-profit Gilda's Club of the Quad Cities. My participation is not investment-related. It is 1234 East River Drive, Davenport, IA 52803. I have been the treasurer of the board since 01/2015. I handle the finances for the organization, including paying bills, approving invoices, and depositing donations received. I devote approximately 10 hours per month to this activity, mostly during non-securities trading hours. (3) I am a volunteer Treasurer for Moline Baseball Academy, Inc., a not-for-profit organization located at 406 E. 10th Avenue, Coal Valley, IL 61240. I have participated in this activity since 05/2018. I handle the finances for the organization, which might include paying bills and depositing donations received. I devote approximately 2-5 hours per month to this activity, mostly during non-securities trading hours.
CRS (Client Relationship Summary) - RIA
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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
February 7, 2018 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 908 W. 35th Street, Davenport, IA 52806RIA
CRD#: 106237
Davenport, 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(2/7/2018)
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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Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Davenport, IA 52806TRUST BUT VERIFY
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