CK
Chad D. Klyn
AVANTAX PLANNING PARTNERS
Pella, IA 50219
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CRD#: 7773351
CK
Professional summary
Chad Daniel Klyn, who also goes by Chad D Klyn, Chad Klyn, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Pella, Iowa.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Chad has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad D Klyn | Chad Klyn
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.
WONDER SPELEN POSITION: Director NATURE: Non-profit entity created to build an all-inclusive playground for kids. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2019 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: 1. Pay bills and make deposits2. Record activity in books3. File annual tax return4. Attend board meetings SCHURING & UITERMARKT FINANCIAL SERVICES, LTD. DBA WELGAARD FINANCIAL SERVICES POSITION: Shareholder NATURE: Financial services company for Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors collects commission revenue and pays for continuing education, software and fees related to financial services. Revenue sharing is distributed through Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors. Remaining profits are distributed to owners. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: I have no duties tied to this entity at this time, I solely own 17%. AVANTAX PLANNING PARTNERS INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and provide investment and financial planning to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/06/2023 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: 1. Primary communication with financial planning2. Assist clients with investment choices3. Review investment performance with clients SPARK OF LIFE MINISTRIES DBA CENTRAL IOWA TEENS ENCOUNTER CHRIST POSITION: Treasurer NATURE: Non-profit entity created that hosts three religious weekends for high school students during the year at different churches throughout Central Iowa. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2015 ADDRESS: 1405 W 1st Street, Pella IA 50219, United States DESCRIPTION: 1. Make deposits2. Pay bills3. Bookkeeping4. Provide financial reports5. Attend board meetings S&U REAL ESTATE LLC POSITION: Member NATURE: Real estate rented to Schuring & Uitermarkt PC (tax firm) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: No duties tied to this entity as this is passive ownership KIWANIS CLUB OF PELLA, IOWA POSITION: Treasurer NATURE: Non-profit social group that meets once a week and does fundraisers occasionally to raise money for kids of central Iowa. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2016 ADDRESS: 1405 W 1st Street, Pella IA 50219, United States DESCRIPTION: 1. Make deposits 2. Cut checks 3. Financial reporting of clubs finances4. Attend board meetings5. Help with fundraising as needed SCHURING & UITERMARKT, PC DBA WELGAARD CPAS AND ADVISORS POSITION: Shareholder NATURE: CPA Firm that offers tax preparation, tax planning, bookeeping, payroll services, retirement planning, estate planning, and investment planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2008 ADDRESS: 916 W 16th Street, Pella IA 50219, United States DESCRIPTION: 1. Preparation of individual and business tax returns2. Client relationships 3. Management of staff 4. Management of firm5. Owner meetings
CRS (Client Relationship Summary) - RIA
Click below to view Chad Daniel Klyn'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
December 8, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 916 W 16th St, Pella, IA 50219RIA
CRD#: 106237
Pella, 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(12/8/2023)
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)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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Check for any disclosures as part of your thorough research when choosing an advisor.
