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
Robert Stanell (CRD# 4781823) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bradenton, FL and has over 24 years of experience in the finance industry.
Michelle Steining (CRD# 6895706) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Davenport, IA and has over 6 years of experience in the finance industry.
Katie Thomas (CRD# 5890905) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Susan Thompson (CRD# 4781826) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Tampa, FL and has over 24 years of experience in the finance industry.
Jon Thoms (CRD# 5902822) 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.
Michelle Thomson-Henry (CRD# 6255394) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Michael Vermeer (CRD# 4429228) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has over 22 years of experience in the finance industry.
Heather Vetter (CRD# 6198230) 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.
Scott Walloch (CRD# 5571168) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.
Michael Welbes (CRD# 6232888) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.