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
Nicole Myer (CRD# 6750069) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 7 years of experience in the finance industry.
Gregory Nelson (CRD# 5270666) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.
Kevin Oconnor (CRD# 5625535) 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.
John Pembroke (CRD# 3204355) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Park Ridge, IL and has over 24 years of experience in the finance industry.
Thomas Pesch (CRD# 6269693) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Eden Prairie, MN and has 1 year of experience in the finance industry.
Casey Peterson (CRD# 4562594) 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.
Bruce Primeau (CRD# 4324497) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Prior Lake, MN and has over 23 years of experience in the finance industry.
Brent Reinsberg (CRD# 6905290) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Eagan, MN and has over 6 years of experience in the finance industry.
Adam Reisch (CRD# 6181726) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Douglas Rogers (CRD# 5902819) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 7 years of experience in the finance industry.