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
Steven Broihahn (CRD# 6474628) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Madison, WI and has over 8 years of experience in the finance industry.
Robert Buckley (CRD# 4578611) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in West Des Moines, IA and has over 20 years of experience in the finance industry.
Deidre Budahl (CRD# 6598694) 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.
Gregory Burbach (CRD# 4347989) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Jeff Burds (CRD# 5737280) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saint Louis, MO and has over 14 years of experience in the finance industry.
Gavin Burnham (CRD# 6362211) 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.
Joseph Clagg (CRD# 6094694) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.
Michael Collins (CRD# 6988731) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in West Des Moines, IA and has over 5 years of experience in the finance industry.
Michael Combs (CRD# 7076014) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.
Wray Cooper (CRD# 4347825) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Louisville, KY and has over 22 years of experience in the finance industry.