AL
Amanda L. Lane
AVANTAX PLANNING PARTNERS
Cedar Rapids, IA 52402
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CRD#: 7521371
AL
Professional summary
Amanda Lynn Lane, who also goes by Amanda L Duit, Amanda Lynn Duit, Amanda Duit, Amanda L Lane, Amanda Lane, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Cedar Rapids, Iowa.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Amanda has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amanda L Duit | Amanda Lynn Duit | Amanda Duit | Amanda L Lane | Amanda Lane
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) TDT CPAS AND ADVISORS, PC POSITION: Manager NATURE: TDT CPAs and Advisors, PC provides advisory services, tax services, and assurance services to our clients. We are a public accounting firm with wealth management services provided by Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/02/2009 ADDRESS: 1700 42nd Street NE, Cedar Rapids IA 52402, United States DESCRIPTION: Member of Firm's Strategic Management Team. Provide outsourced controller and CFO level services for clients. Provide clients with business consulting services and strategic planning. Prepare and review federal and state (including multi-state) tax returns for all types of entities. Provide preparation of financial statements for clients including consolidated entities 2) ST. JOHN'S LUTHERAN CHURCH POSITION: Committee Member Evangelism NATURE: Church providing religious worship and education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 18927 IA-38, Monticello IA 52310, United States DESCRIPTION: I am a member of the Evangelism committee. The committee focus is tasked with bringing new members into the church. The committee has not yet met this year. 3) TDT WEALTH SERVICES LLC POSITION: Manager NATURE: Wealth services disregarded entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/25/2024 ADDRESS: 1700 42nd St NE, Cedar Rapids IA 52402, United States DESCRIPTION: Making decisions related to the affairs of the entity. Entity does not have any activity. 4) J&B Electric, LLC; CFO; J&B Electric LLC is small electrical contractor located in Monticello Iowa providing farm and residential electrical services.; NIR; 1; 01/01/2012; 14021 195th Street Monticello IA 52310; I provide bookkeeping and tax preparation services for this business. I do have check signature authority, but do not write checks unless requested to do so. The business is owned 100% by my father. I am not compensated for this work. 5) LINN CHRISTIAN EDUCATION ASSOCIATION, DBA ISAAC NEWTON CHRISTIAN ACADEMY POSITION: Board Treasurer NATURE: The Board Treasurer is a member of the Association's board of directors. The Treasurer is responsible for overseeing the budget preparation process including proposed staff wages, presenting monthly financials to the board, working with the board and Head of School to determine strategic direction for the school. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: 1635 Linmar Drive NE, Cedar Rapids IA 52402, United States DESCRIPTION: Sign checks as needed. Prepare/assist with budget preparation. Monthly Finance and Board Meetings presentations of budget to actual financial results of the school. Assist with strategic efforts of the board Assist with overseeing the financing of a potential new building with a local bank. Assist with overseeing a fundraising capital campaign for the new building; 6) NAME OF OTHER BUSINESS: GREATER CEDAR RAPIDS COMMUNITY FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 324 3RD ST. SE, CEDAR RAPIDS, IA 52401, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2026 , POSITION/TITLE/RELATIONSHIP ELECTED BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: HELP THE ORGANIZATION FULFILL ITS MISSION, SUPPORT THE ORGANIZATION AS AN AMBASSADOR BY SHARING THE MISSION OF THE ORGANIZATION AND USE THE ORGANIZATION AS A PERSONAL PHILANTHROPY TOOL;
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Lynn Lane'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®
NoneExperience
Current
May 10, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 1700 42nd Street Ne, Cedar Rapids, IA 52402RIA
CRD#: 106237
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.Highlighted states indicate IAR registrations
IAR
Iowa(5/10/2022)
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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