Kyle D. Boardman
AVANTAX PLANNING PARTNERS
Hiawatha, IA 52233
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CRD#: 7055239
Professional summary
Kyle David Boardman, CFP® is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Hiawatha, Iowa.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kyle has worked at 1 firm and has passed the Series 65 exam.
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) I am an Accountant with Honkamp Krueger & Co. P.C., a regional public accounting firm. I am located at 1751 Boyson Rd., Hiawatha, IA 52233. I have been with HK & Co. since 06/2012. 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 the President of the Executive Board for the Rotary Club of Metro North Cedar Rapids. This activity is not investment-related. It is a Section 501(c)(3) non-profit and its mailing address is P.O. Box 10938, Cedar Rapids, IA 52410. I have been the President since Jan of 2019. I oversee the club's operations and review the monthly financials. I have access to a debit card to help pay for club expenditures when necessary. I devote approximately 15 hours per month to this activity, mostly during non-securities trading hours. 2)CEDAR RAPIDS METRO NORTH ROTARY POSITION: Board Member NATURE: Sit on board of local Rotary. Meet to discuss monthly financials and other club business. 12-4-24 Update per request:our organization is part of Rotary International. Our club focuses on serving local disadvantaged youth in the community through service projects and fundraisers. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2022 ADDRESS: PO Box 10938, Cedar Rapids IA 52410, United States DESCRIPTION: Sit on board and oversee financials and club activity. No specific responsibility for any one function. 3)TANAGER PLACE POSITION: Foundation Board Member NATURE: Sit on foundation board. We oversee programs at Tanager and have input on financial statements and investment activity as it pertains to the foundation.12-4-24 Update per request: Tanager Place is a children's human service agency that helps in many facets with at-risk youth. The foundation for Tanager Place helps with fundraising and oversees the accounts to achieve the long-term objectives of the Foundation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/09/2023 ADDRESS: 2309 C St SW, Cedar Rapids IA 52404, United States DESCRIPTION: Provide oversight over Tanager Foundation activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle David Boardman'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®
CFP®
Start date: 2022
Experience
Current
January 2, 2019 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 1751 Boyson Rd., Hiawatha, IA 52233RIA
CRD#: 106237
Hiawatha, 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(1/2/2019)
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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