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
Susan Penno (CRD# 7787585) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Oak Brook, IL and has 1 year of experience in the finance industry.
Nichole Powell (CRD# 7856299) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Ebony Rahe (CRD# 7193992) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Spencer, IA and has over 4 years of experience in the finance industry.
Lance Rambousek (CRD# 7813672) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bismarck, ND and has 1 year of experience in the finance industry.
Cory Ritter (CRD# 7660058) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Monticello, MN and has 1 year of experience in the finance industry.
Jordan Rodgers (CRD# 7814547) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Minot, ND and has 1 year of experience in the finance industry.
Reagan Rosalez (CRD# 7439869) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Jeremy Ryan (CRD# 7336417) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Centennial, CO and has over 3 years of experience in the finance industry.
Adam Schatz (CRD# 5276985) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bismarck, ND and has 1 year of experience in the finance industry.
Michael Schlitter (CRD# 7600719) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has 1 year of experience in the finance industry.