Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Laurens, IA
Avantax Planning Partners, Inc.
Multi-team
Alan Kutsch is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at HK Financial Services and various Avantax and Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of 2025.
Based on Avantax Planning Partners, Inc.
Based on Avantax Planning Partners, Inc.
Flat fees for stand-alone financial planning services; negotiable and specified in client agreement.
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
Applicable only through affiliated broker-dealer or insurance services, separate from advisory fees.
Hourly rates for financial planning services may be charged and are negotiable.
Account minimum: $125,000 for Collateralized, Non-Purpose Loan Program; 0 for other services (no minimum explicitly stated or minimums are waivable/negotiable) Fee-only: Fixed or hourly fees for stand-alone financial planning services; fees are negotiable and specified in written agreement.
Laurens, IA
Laurens IA
Advisors at this office
1
Iowa
12 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
El Segundo, CA
Avantax Investment Services
2023 - 2025 • 2 years
Dubuque, IA
Avantax Advisory services
2021 - 2025 • 4 years
Dubuque, IA
Avantax Planning Partners
2021 - Present • 5 years
Dubuque, IA
HK Financial Services
2012 - 2021 • 9 years
Dubuque, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Pocahontas, IA
Cambridge Investment Research Advisors
Jada Hallberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of advising, she serves as an independent insurance agent and is a secretary on the board of a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals who tailor strategies using proprietary models and third-party managers across multiple platform options.
CFP®, Series 66
Albert City, IA
LPL Financial
Levi Morris is a CFP® professional with 13 years of industry experience, currently advising clients at LPL Financial since 2020. Prior to joining LPL Financial, he worked with Securities America Advisors and Community State Bank. Outside of his advisory role, he serves as a high school football referee and acts as church treasurer for Hope Reformed Church in Spencer, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.
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