Dubuque, IA Jones St Office

Kyle Sperfslage is a Series 65-licensed financial advisor with Cetera Planning Partners in Dubuque, Iowa. He has been in the industry since 2022, previously working at Avantax Planning Partners and Prinsco. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Will Davies is a financial advisor at Cetera Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Cetera Planning Partners, he worked at Avantax Planning Partners and held teaching positions at the University of Denver, University of San Diego, University of Iowa, and Culford School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates a formal, document-driven planning process with diversified mutual fund and ETF allocations and offers additional services including tax planning, bookkeeping, payroll support, and an estate-planning service through a third-party provider.

Mitchell Pregler is a CFP® with one year of industry experience, currently affiliated with Cetera Planning Partners in Dubuque, IA. His career includes roles at various Cetera entities and Avantax firms, as well as prior positions at the University of Northern Iowa, Collins Aerospace, and Cottingham & Butler. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated financial and custodial resources.

Adam Rang is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. His prior roles include positions at Avantax Planning Partners and Weitzel Financial Services. Outside of finance, he owns AJR Photos LLC, a sports photography business. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and additional services such as tax planning and estate strategy. The firm’s investment approach focuses on diversified allocations aligned with client objectives and risk tolerance within a formal planning framework.