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).
-
Total Assets Under Management6,377MILLION
-
Total Number of Accounts12,286ACCOUNTS
-
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
Reggie Rowe (CRD# 6895715) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 6 years of experience in the finance industry.
Richard Runde (CRD# 6270308) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 9 years of experience in the finance industry.
Brian Russell (CRD# 5246894) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Winona, MN and has over 17 years of experience in the finance industry.
Vincent Ryan (CRD# 5469290) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Chadron, NE and has over 16 years of experience in the finance industry.
Scott Schemmel (CRD# 5879613) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 13 years of experience in the finance industry.
Toni Schwahn (CRD# 6710401) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Mcdonough, GA and has over 7 years of experience in the finance industry.
Wendy Sims (CRD# 4579589) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has 1 year of experience in the finance industry.
Brian Sohn (CRD# 5427526) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has over 16 years of experience in the finance industry.
James Spiegelberg (CRD# 3161269) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Wauwatosa, WI and has over 25 years of experience in the finance industry.
Erin Spiwak (CRD# 6132610) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Gainesville, FL and has over 11 years of experience in the finance industry.