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
Jerry Kirkpatrick (CRD# 2785743) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Centerville, IA and has over 27 years of experience in the finance industry.
Jeffrey Knapp (CRD# 4329846) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 23 years of experience in the finance industry.
Robert Koch (CRD# 6426221) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Roseville, MN and has over 9 years of experience in the finance industry.
Nicholas Kruse (CRD# 6855778) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 6 years of experience in the finance industry.
Kyle Kunz (CRD# 6285255) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Hiawatha, IA and has over 10 years of experience in the finance industry.
Marcia Lewis (CRD# 4333569) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Louisville, KY and has over 23 years of experience in the finance industry.
Thad Lichter (CRD# 5703792) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 14 years of experience in the finance industry.
Mark Lindstrom (CRD# 6269505) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.
Mark Lyons (CRD# 6677460) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Rapid City, SD and has over 7 years of experience in the finance industry.
Daniel Maloney (CRD# 5721999) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has over 14 years of experience in the finance industry.