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
Laura Gillen (CRD# 6475684) 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.
Frank Goldberg (CRD# 5962675) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Omaha, NE and has over 11 years of experience in the finance industry.
Ruth Goran (CRD# 3241313) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Skokie, IL and has over 24 years of experience in the finance industry.
Aaron Greteman (CRD# 5435804) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 16 years of experience in the finance industry.
Richard Hageman (CRD# 2184995) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Neenah, WI and has over 26 years of experience in the finance industry.
Patrick Hall (CRD# 6425975) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saint Paul, MN and has over 9 years of experience in the finance industry.
Gregory Hammonds (CRD# 3175752) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Mcdonough, GA and has over 25 years of experience in the finance industry.
Nathan Hand (CRD# 7072811) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Huntsville, AL and has over 5 years of experience in the finance industry.
Jay Harris (CRD# 6292546) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Taylor Herbst (CRD# 6286661) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.