Avantax Planning Partners, Inc.

Avantax Planning Partners, Inc. (CRD# 106237) is a financial advisory firm headquartered in Dubuque, IA. They manage $4,592,459,984 in 10,050 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,592
    MILLION
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $456,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Avantax Planning Partners, Inc.
Showing 1 - 10 of 175 top financial advisors.
1
Daniyal I. Ahmed
CRD#: 6810774
3390 Asbury Road, Dubuque, IA 52002

Daniyal Ahmed (CRD# 6810774) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 3 years of experience in the finance industry.

2
Jerald T. Barkmeier
CRD#: 4603365
Two Lawrence Square, Suite 2b, Springfield, IL 62704

Jerald Barkmeier (CRD# 4603365) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Springfield, IL and has 1 year of experience in the finance industry. Jerald Barkmeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael L. Barratt
CRD#: 4220817
6200 Aurora Ave, #600w, Urbandale, IA 50322

Michael Barratt (CRD# 4220817) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Urbandale, IA and has over 21 years of experience in the finance industry.

4
Jonathan A. Beehler
CRD#: 6059904
401 Demers Avenue Suite #300, Grand Forks, ND 58201

Jonathan Beehler (CRD# 6059904) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Grand Forks, ND and has over 7 years of experience in the finance industry.

5
Gordon E. Beh
CRD#: 3251461
285 South 400 East, Moab, UT 84532

Gordon Beh (CRD# 3251461) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Moab, UT and has over 22 years of experience in the finance industry.

6
Peter J. Bender
CRD#: 2892986
5300 Bay Road, Ste 100, Saginaw, MI 48604

Peter Bender (CRD# 2892986) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saginaw, MI and has over 2 years of experience in the finance industry. Peter Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Robert G. Berkley
CRD#: 4042231
1244 West Boulevard, Racine, WI 53405

Robert Berkley (CRD# 4042231) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Racine, WI and has over 21 years of experience in the finance industry.

8
Kyle D. Boardman
CRD#: 7055239
1751 Boyson Rd., Hiawatha, IA 52233

Kyle Boardman (CRD# 7055239) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Hiawatha, IA and has over 2 years of experience in the finance industry.

9
Nicole A. Boren
CRD#: 6240798
21 Se Third Street, Ste 500, Evansville, IN 47620

Nicole Boren (CRD# 6240798) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Evansville, IN and has over 7 years of experience in the finance industry.

10
Donna J. Briggs
CRD#: 6370468
200 Galleria Parkway, Atlanta, GA 30339

Donna Briggs (CRD# 6370468) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.