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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard R. Runde is an investment advisor representative at Avantax Planning Partners, Inc. in DUBUQUE, IA. Richard has been in the industry since 2014 and has a combined state law exam as well as the Series 7 and SIE exams. Richard R. Runde is also a CPA and partner at Honkamp Krueger & Company in DUBUQUE, IA. Richard is a licensed agent and is registered as an investment advisor representative in IA.
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
01/05/2015 - Present
Avantax Planning Partners, Inc. (DUBUQUE IA)
IA
04/28/2014 - 12/31/2017
PROEQUITIES, INC. (DUBUQUE IA)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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