Avantax Planning Partners, Inc.
Avantax Planning Partners, Inc. (CRD# 106237) is a financial advisory firm headquartered in Dubuque, IA. They manage $6,377,152,299 in 12,286 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management6,377MILLION
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Daniyal Ahmed (CRD# 6810774) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
Aliina Anton-Erik (CRD# 6982096) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Timothy Augustine (CRD# 2373135) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Seven Fields, PA and has over 30 years of experience in the finance industry.
Michael Barratt (CRD# 4220817) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Urbandale, IA and has over 23 years of experience in the finance industry.
Jonathan Beehler (CRD# 6059904) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Grand Forks, ND and has over 9 years of experience in the finance industry.
Peter Bender (CRD# 2892986) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saginaw, MI and has over 4 years of experience in the finance industry.
Kyle Boardman (CRD# 7055239) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Hiawatha, IA and has over 5 years of experience in the finance industry.
Nicole Boren (CRD# 6240798) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Evansville, IN and has over 10 years of experience in the finance industry.
Rebecca Botzet (CRD# 2489327) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 21 years of experience in the finance industry.
Donna Briggs (CRD# 6370468) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Kennesaw, GA and has over 9 years of experience in the finance industry.