HONKAMP KRUEGER FINANCIAL SERVICES, INC.

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Honkamp Krueger Financial Services is based out of Dubuque. Honkamp Krueger Financial Services is a large advisory firm with 3806 clients and discretionary assets under management (AUM) of $3,160,640,372 (Form ADV from 2019-07-02). Their last reported 13F filing for Q3 2019 included $1,628,502,000 in managed 13F securities and a top 10 holdings concentration of 77.41%. Honkamp Krueger Financial Services's largest holding is Schwab U.S. Large-Cap Value ETF with shares held of 6,480,041. Whalewisdom has at least 12 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $1.629 Billion
  • Prior Market Value $1.546 Billion
  • New Purchases14 stocks
  • Additional Purchases149 stocks
  • Sold out of8 stocks
  • Reduced holdings in89 stocks
  • Top 10 Holdings % 77.41 %
  • Turnover % [1]:7.31%
  • Turnover Alt % [2]: 9.70 %
  • Time Held Top20:6.15 quarters
  • Time Held Top10:7.10 quarters
  • Time Held All:8.93 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.24%
Performance Last 4 Quarters: 10.83%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HONKAMP KRUEGER FINANCIAL SERVICES INC
3390 ASBURY ROAD
DUBUQUE IA    52002-2801
Country: United States

Business Phone: 563-582-2855
Fax: 563-582-1040
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IA
Number of employees: 90
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 4,133,500
Total Number of Clients: 3806
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (4)
Data above was derived from SEC filings.

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HONKAMP KRUEGER FINANCIAL SERVICES INC

ownership team - last updated 2019-07-02
Name Title Start Date Direct/Indirect % Ownership
DARRAH, JOHN, ROBERT CHAIRMAN/CEO/DIRECTOR 03/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC CHAIRMAN/CEO/DIRECTOR direct 2009-03-01
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF COMPLIANCE OFFICER / SECRETARY direct 1996-05-01 2001-02-08
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT, INVESTMENTS & COMPLIANCE / SECRETARY direct 1996-05-01 2004-02-25
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2004-03-01 2004-10-01
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2004-03-01 2009-01-13
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO, CHIEF COMPLIANCE OFFICER direct 2009-03-01 2009-08-17
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO direct 2009-03-01 2011-02-23
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO/DIRECTOR direct 2009-03-01 2011-12-15
BURBACH, GREGORY, CARL DIRECTOR 11/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 1995-11-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SHAREHOLDER direct 1995-11-01 2002-02-07
HONKAMP KRUEGER FINANCIAL SERVICES INC SHAREHOLDER / TREASURER direct 1995-11-01 2011-02-23
ROSALEZ, LOUIE, ALAN PRESIDENT/DIRECTOR 02/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/DIRECTOR direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT, INSURANCE OPERATIONS direct 2001-02-01 2006-03-20
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF MARKETING OFFICER direct 2001-02-01 2011-02-23
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF MARKETING OFFICER/DIRECTOR direct 2001-02-01 2011-12-15
DAUGHETEE, JENNIFER, LYNN TREASURER/DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC TREASURER direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC TREASURER/DIRECTOR direct 2011-02-01
COSE, BRIAN, DAVID SECRETARY, EVP/NATIONAL SALES MANAGER, DIRECTOR 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC EVP/NATIONAL SALES MANAGER direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SVP/DIRECTOR direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SECRETARY, EVP/NATIONAL SALES MANAGER, DIRECTOR direct 2011-02-01
HOFFMANN, NATALIE DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
ROGERS, DOUG DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
SCHMITT, KEVIN, RONALD DIRECTOR 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
THOMS, JON DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
HAUBER, RYAN, JOHN DIRECTOR 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2012-02-01
RUSS, BRIAN, MICHAEL VP 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC ASST VP direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2012-02-01
GRUHL, IVAN, PAUL VP, CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2012-02-01
DEMENT, KEVIN, PAUL VP 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2013-03-01
THOMAS, KATIE, JO DIRECTOR 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2014-03-01
READY, JENNIFER, ANN VP 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2015-10-01
WELBES, MICHAEL, PETER DIRECTOR 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2016-02-01
KOBES, CHRISTOPHER, JOSEPH CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF COMPLIANCE OFFICER direct 2016-02-01
WALLOCH, SCOTT, GLEN DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2018-01-01

HONKAMP KRUEGER FINANCIAL SERVICES INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
DARRAH, JOHN, ROBERT CHAIRMAN/CEO/DIRECTOR 03/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC CHAIRMAN/CEO/DIRECTOR direct 2009-03-01
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF COMPLIANCE OFFICER / SECRETARY direct 1996-05-01 2001-02-08
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT, INVESTMENTS & COMPLIANCE / SECRETARY direct 1996-05-01 2004-02-25
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2004-03-01 2004-10-01
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2004-03-01 2009-01-13
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO, CHIEF COMPLIANCE OFFICER direct 2009-03-01 2009-08-17
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO direct 2009-03-01 2011-02-23
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO/DIRECTOR direct 2009-03-01 2011-12-15
BURBACH, GREGORY, CARL DIRECTOR 11/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 1995-11-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SHAREHOLDER direct 1995-11-01 2002-02-07
HONKAMP KRUEGER FINANCIAL SERVICES INC SHAREHOLDER / TREASURER direct 1995-11-01 2011-02-23
ROSALEZ, LOUIE, ALAN PRESIDENT/DIRECTOR 02/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/DIRECTOR direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT, INSURANCE OPERATIONS direct 2001-02-01 2006-03-20
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF MARKETING OFFICER direct 2001-02-01 2011-02-23
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF MARKETING OFFICER/DIRECTOR direct 2001-02-01 2011-12-15
DAUGHETEE, JENNIFER, LYNN TREASURER/DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC TREASURER direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC TREASURER/DIRECTOR direct 2011-02-01
COSE, BRIAN, DAVID SECRETARY, EVP/NATIONAL SALES MANAGER, DIRECTOR 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC EVP/NATIONAL SALES MANAGER direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SVP/DIRECTOR direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SECRETARY, EVP/NATIONAL SALES MANAGER, DIRECTOR direct 2011-02-01
HOFFMANN, NATALIE DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
ROGERS, DOUG DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
SCHMITT, KEVIN, RONALD DIRECTOR 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
THOMS, JON DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
HAUBER, RYAN, JOHN DIRECTOR 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2012-02-01
RUSS, BRIAN, MICHAEL VP 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC ASST VP direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2012-02-01
GRUHL, IVAN, PAUL VP, CHIEF INVESTMENT OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2012-02-01
DEMENT, KEVIN, PAUL VP 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2013-03-01
THOMAS, KATIE, JO DIRECTOR 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2014-03-01
READY, JENNIFER, ANN VP 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2015-10-01
WELBES, MICHAEL, PETER DIRECTOR 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2016-02-01
KOBES, CHRISTOPHER, JOSEPH CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF COMPLIANCE OFFICER direct 2016-02-01
WALLOCH, SCOTT, GLEN DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2018-01-01

HONKAMP KRUEGER FINANCIAL SERVICES INC

ownership team - last updated 2017-07-27
Name Title Start Date Direct/Indirect % Ownership
KOBES, CHRISTOPHER, JOSEPH CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF COMPLIANCE OFFICER direct 2016-02-01
WELBES, MICHAEL, PETER DIRECTOR 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2016-02-01
READY, JENNIFER, ANN VP 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2015-10-01
THOMAS, KATIE, JO DIRECTOR 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2014-03-01
DEMENT, KEVIN, PAUL VP 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2013-03-01
GRUHL, IVAN, PAUL VP 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2012-02-01
RUSS, BRIAN, MICHAEL VP 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC ASST VP direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VP direct 2012-02-01
SIEMONSMA, JAMES, PAUL SVP, DIRECTOR 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC SVP direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SVP, DIRECTOR direct 2012-02-01
MARINER WEALTH ADVISORS-OMAHA, LLC MANAGING PARTNER direct 2017-10-01
HAUBER, RYAN, JOHN DIRECTOR 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2012-02-01
THOMS, JON DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
SCHMITT, KEVIN, RONALD DIRECTOR 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
ROGERS, DOUG DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
LEIBFRIED, DALE DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
HOFFMANN, NATALIE DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
COSE, BRIAN, DAVID SECRETARY, EVP/NATIONAL SALES MANAGER, DIRECTOR 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC EVP/NATIONAL SALES MANAGER direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SVP/DIRECTOR direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SECRETARY, EVP/NATIONAL SALES MANAGER, DIRECTOR direct 2011-02-01
DAUGHETEE, JENNIFER, LYNN TREASURER/DIRECTOR 02/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC TREASURER direct 2011-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC TREASURER/DIRECTOR direct 2011-02-01
MCCORKINDALE, ANN, SEXTON CHIEF INVESTMENT OFFICER/DIRECTOR/EVP 02/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF INVESTMENT OFFICER/DIRECTOR/EVP direct 2001-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT, INVESTMENT MANAGEMENT direct 2001-02-01 2006-03-20
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF INVESTMENT OFFICER direct 2001-02-01 2011-02-23
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF INVESTMENT OFFICER/DIRECTOR direct 2001-02-01 2011-12-15
ROSALEZ, LOUIE, ALAN PRESIDENT/DIRECTOR 02/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/DIRECTOR direct 2012-02-01
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT, INSURANCE OPERATIONS direct 2001-02-01 2006-03-20
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF MARKETING OFFICER direct 2001-02-01 2011-02-23
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF MARKETING OFFICER/DIRECTOR direct 2001-02-01 2011-12-15
BURBACH, GREGORY, CARL DIRECTOR 11/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC DIRECTOR direct 1995-11-01
HONKAMP KRUEGER FINANCIAL SERVICES INC SHAREHOLDER direct 1995-11-01 2002-02-07
HONKAMP KRUEGER FINANCIAL SERVICES INC SHAREHOLDER / TREASURER direct 1995-11-01 2011-02-23
DARRAH, JOHN, ROBERT CHAIRMAN/CEO/DIRECTOR 03/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
HONKAMP KRUEGER FINANCIAL SERVICES INC CHAIRMAN/CEO/DIRECTOR direct 2009-03-01
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF COMPLIANCE OFFICER / SECRETARY direct 1996-05-01 2001-02-08
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT, INVESTMENTS & COMPLIANCE / SECRETARY direct 1996-05-01 2004-02-25
HONKAMP KRUEGER FINANCIAL SERVICES INC VICE PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2004-03-01 2004-10-01
HONKAMP KRUEGER FINANCIAL SERVICES INC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2004-03-01 2009-01-13
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO, CHIEF COMPLIANCE OFFICER direct 2009-03-01 2009-08-17
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO direct 2009-03-01 2011-02-23
HONKAMP KRUEGER FINANCIAL SERVICES INC PRESIDENT/CEO/DIRECTOR direct 2009-03-01 2011-12-15

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