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).

By the Numbers
  • Total Assets Under Management
    5,456
    MILLION
  • Total Number of Accounts
    11,570
    ACCOUNTS
  • Average Account Value
    $471,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Avantax Planning Partners, Inc.
Showing 31 - 40 of 192 top financial advisors.
31
Linda J. Diebold
CRD#: 3210631
1340 Remington Road, Suite U, Schaumburg, IL 60173

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.

32
Stacy M. Dutoit
CRD#: 6905264
207 East Broadway, Bismarck, ND 58502

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.

33
Kevin R. Eggebraaten
CRD#: 4352928
909 St. Joseph Street, Suite 101, Rapid City, SD 57701

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.

34
Jason J. Ernst
CRD#: 4206687
115 N. 2nd Street, Bismarck, ND 58501

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.

35
Angela M. Fenner
CRD#: 3004005
908 W. 35th Street, Davenport, IA 52806

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.

36
Carrie A. Fenton
CRD#: 7047992
13434 A Street, Omaha, NE 68144

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.

37
Brian P. Fisher
CRD#: 6839061
2257 3rd Ave W, Dickinson, ND 58601

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.

38
Michael J. Gasperi
CRD#: 2565935
6200 Aurora Ave, Suite 600w, Des Moines, IA 50322

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.

39
Sarah L. Gerhard
CRD#: 6806873
1295 Hwy 15 S., Fairmont, MN 56031

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.

40
Kayce L. Gerlach
CRD#: 6596116
909 Saint Joseph St. Ste 101, Rapid City, SD 57701

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.

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