Avantax Planning Partners, Inc.
Avantax Planning Partners, Inc. (CRD# 106237) is a financial advisory firm headquartered in Dubuque, IA. They manage $5,456,488,469 in 11,570 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management5,456MILLION
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Total Number of Accounts11,570ACCOUNTS
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Average Account Value$471,607
- 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
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.
Stacy Dutoit (CRD# 6905264) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bismarck, ND and has over 6 years of experience in the finance industry.
Kevin Eggebraaten (CRD# 4352928) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Rapid City, SD and has over 23 years of experience in the finance industry.
Jason Ernst (CRD# 4206687) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bismarck, ND and has over 23 years of experience in the finance industry.
Angela Fenner (CRD# 3004005) 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.
Carrie Fenton (CRD# 7047992) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Omaha, NE and has over 5 years of experience in the finance industry.
Brian Fisher (CRD# 6839061) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dickinson, ND and has 1 year of experience in the finance industry.
Michael Gasperi (CRD# 2565935) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Des Moines, IA and has over 29 years of experience in the finance industry.
Sarah Gerhard (CRD# 6806873) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Fairmont, MN and has over 7 years of experience in the finance industry.
Kayce Gerlach (CRD# 6596116) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Rapid City, SD and has over 8 years of experience in the finance industry.