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
Brooks Binstock (CRD# 7816761) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Grand Forks, ND and has 1 year of experience in the finance industry.
Shawn Blom (CRD# 7870799) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Terry Brown (CRD# 6767203) 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.
Jonathan Davis (CRD# 7658523) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Lawrence Debaltzo (CRD# 7625141) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Independence, OH and has 1 year of experience in the finance industry.
Henry Dehaan (CRD# 7854647) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Sioux Falls, SD and has 1 year of experience in the finance industry.
Lance Dieleman (CRD# 7844552) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Urbandale, IA and has 1 year of experience in the finance industry.
Adam Elder (CRD# 5141637) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has over 15 years of experience in the finance industry.
Wael Elkhalafawi (CRD# 5947787) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Woodland Hills, CA and has over 12 years of experience in the finance industry.
Angela Ennen (CRD# 7298627) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 3 years of experience in the finance industry.