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
Christopher Manternach (CRD# 5462619) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 15 years of experience in the finance industry.
Kevin Marso (CRD# 6857826) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Humboldt, IA and has over 6 years of experience in the finance industry.
Perry Mattson (CRD# 6726084) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Grand Forks, ND and has over 7 years of experience in the finance industry.
Lawrence Mayer (CRD# 6385182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 9 years of experience in the finance industry.
Dale McCleish (CRD# 4579168) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Urbandale, IA and has 1 year of experience in the finance industry.
Robert McCoy (CRD# 4579183) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Ankeny, IA and has over 14 years of experience in the finance industry.
Stephanie Mettille (CRD# 6908751) 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.
Christopher Morris (CRD# 6514405) is an Investment Advisor Representative working at HBKS Wealth Advisors in Sarasota, FL and has 1 year of experience in the finance industry. He also has his CPA certification and has 5 years of accounting and tax background.
Monica Murphy (CRD# 5018194) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bismarck, ND and has over 16 years of experience in the finance industry.
Patrick Mutchler (CRD# 5884034) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 13 years of experience in the finance industry.