BS
Brook A. Skram
AVANTAX PLANNING PARTNERS
URBANDALE, IA 50322
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CRD#: 7953692
BS
Professional summary
Brook Allison Skram, who also goes by Brook Allison Runyan, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Urbandale, Iowa.
Brook is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brook has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brook Allison Runyan
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) CEDAR VALLEY BANK & TRUST POSITION: Director NATURE: Small town Iowa bank, located in a rural community. Services banking and deposits for customers and provides loans to individuals, small businesses and farmers. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 321 Main St, La Porte City IA 50651, United States DESCRIPTION: Attend monthly meetings to review bank activity (policies, financial information, loan documentation, employment matters, etc.), discuss and vote on pertinent matters regarding the Bank. 2) WELGAARD CPAS & ADVISORS POSITION: Client Manager NATURE: Tax preparation and small business accounting servicing individuals and small businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/17/2020 ADDRESS: 916 W 16TH ST, Pella IA 50219, United States DESCRIPTION: Prepare individual and small business income tax returns, tax planning and bookkeeping and financial statement services.
CRS (Client Relationship Summary) - RIA
Click below to view Brook Allison Skram'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
August 5, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 10550 New York Ave, Suite 100, Urbandale, IA 50322RIA
CRD#: 106237
URBANDALE, 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(8/5/2024)
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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Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Urbandale, IA 50322TRUST BUT VERIFY
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