Dubuque, IA Asbury Road Office

Nicholas Kruse is a CFP® professional with eight years of industry experience, currently affiliated with Cetera Planning Partners in Dubuque, IA. His work history includes roles at Avantax and ProEquities, and he has held a registered representative position at Honkamp Krueger Financial Services. 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 advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified allocations aligned with clients' objectives and risk tolerance.

Nathan Smith is a financial advisor at Cetera Planning Partners in Dubuque, IA, with three years of industry experience. He holds Series 63 and Series 66 certifications. Prior to his current role, Nathan worked at Charles Schwab & Co., Inc. and Avantax Planning Partners. Outside of his advisory work, he is employed as a barista at Starbucks Corporation. 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 advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, employing a document-driven planning process and diversified investment allocations tailored to client objectives and risk tolerance.

Austin Schaul is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked with Avantax Investment Services, Avantax Advisory Services, and HK Financial Services. Outside of financial advising, he was involved with Marcos Italian Restaurant for one year. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Nicholas Bishop is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners. His prior roles include positions at Avantax Advisory Services, HK Financial Services, and American Trust & Savings Bank. He is under consideration for a board member role at Albrecht Acres, a community organization in Iowa. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios aligned with client objectives and integrates tax, bookkeeping, and estate-planning services through a larger Cetera network.

Ivan Gruhl is a CFA® charterholder with 37 years of industry experience, currently affiliated with Cetera Planning Partners in Dubuque, IA. His career includes roles at Avantax Advisory Services and Honkamp Krueger Financial Services. 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 other retirement-related services. The firm’s investment approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a structured planning process and integration with the broader Cetera network’s resources.

Trevor Thomas is a CFP® with 13 years of industry experience, currently advising clients at Cetera Planning Partners. His prior experience includes roles at Avantax Planning Partners, Rapier Solutions, RSM US Wealth Management, and Equitable Advisors. He holds Series 63 and Series 65 licenses. 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 retirement advice. The firm’s approach emphasizes diversified allocations through mutual funds and ETFs, complemented by additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Kelly Edmonds is a Series 65-licensed financial advisor with 14 years of industry experience. She is currently with Cetera Planning Partners and has previously worked at Honkamp Krueger Financial Services. Edmonds is based in Dubuque, IA. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement advice, alongside additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider. Its investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by a formal planning process and coordinated use of affiliated broker-dealer and custodial resources.

Taylor Herbst is a CFP® professional with 12 years of industry experience, currently advising at Cetera Planning Partners. His prior experience includes roles at Avantax and ProEquities, and he also provides financial planning support services through HK Financial Services, assisting advisers in developing client financial plans. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management alongside additional services such as tax planning, bookkeeping, and an estate-planning program delivered through third-party providers.

Julie Wilson is a Series 65 licensed financial advisor with 16 years of industry experience. She is currently with Cetera Planning Partners and has previously worked with Avantax Investment Services and Avantax Planning Partners. Wilson is based in Dubuque, IA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach includes diversified allocations using mutual funds and ETFs, with services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Francis Dardis is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His background includes roles at Avantax, ProEquities, TD Ameritrade, and Prudential Retirement Brokerage Services. He also serves as a senior financial advisor at Honkamp Krueger Financial Services, focusing on financial planning and wealth management. 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 retirement advice. The firm’s approach involves diversified allocations aligned with client objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll, and estate planning through third-party providers.