Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Vetter is a financial advisor with Avantax Planning Partners, Inc. based in DUBUQUE, IA. Heather is a registered representative in Iowa and Illinois. Heather has over 16 years of experience in the financial services industry. Heather is also a partner and audit manager with Honkamp Krueger & Co. P.C., a regional public accounting firm. Heather is a member of the Safari Club International Iowa Chapter.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
01/06/2015 - Present
Avantax Planning Partners, Inc. (DUBUQUE IA)
IA
08/05/2013 - 07/08/2020
PROEQUITIES, INC. (DUBUQUE IA)
BOTH
Issued 11/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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