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
Lowell Cornwell (CRD# 3117673) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Fort Dodge, IA and has over 25 years of experience in the finance industry.
John Csargo (CRD# 4084774) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Minneapolis, MN and has over 23 years of experience in the finance industry.
Aaron Cullen (CRD# 6224930) 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.
Francis Dardis (CRD# 4467202) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 22 years of experience in the finance industry.
Michael Darr (CRD# 4455259) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in West Des Moines, IA and has over 22 years of experience in the finance industry.
Jennifer Daughetee (CRD# 5050182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 18 years of experience in the finance industry.
Adam Decker (CRD# 4581403) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has over 22 years of experience in the finance industry.
Brian Dervin (CRD# 5603476) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Omaha, NE and has over 15 years of experience in the finance industry.
Frank Diebold (CRD# 3210630) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bloomingdale, IL and has over 25 years of experience in the finance industry.
Linda Diebold (CRD# 3210631) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Schaumburg, IL and has over 25 years of experience in the finance industry.