Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Daughetee is a registered representative and investment advisor representative associated with Avantax Planning Partners, Inc. Jennifer has been in the financial services industry since October 2005. Jennifer holds Series 66, 7 and SIE licenses. She is a licensed agent in Iowa. Jennifer has prior experience with PROEQUITIES, INC. and Honkamp Krueger & Co. Jennifer is a shareholder and accountant for Honkamp Krueger & Co. P.C., a regional public accounting firm. Jennifer is also a member-owner of Law Building, LLC., a real estate rental entity, and a co-trustee for the Marjorie M. Nauman Declaration of Trust. Jennifer is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
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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2
IA
01/18/2006 - Present
Avantax Planning Partners, Inc. (DUBUQUE IA)
IA
10/19/2005 - 10/01/2020
PROEQUITIES, INC. (DUBUQUE IA)
BOTH
Issued 01/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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