Avantax Planning Partners, Inc.

Avantax Planning Partners, Inc. (CRD# 106237) is a financial advisory firm headquartered in Dubuque, IA. They manage $5,456,488,469 in 11,570 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,456
    MILLION
  • Total Number of Accounts
    11,570
    ACCOUNTS
  • Average Account Value
    $471,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Avantax Planning Partners, Inc.
Showing 21 - 30 of 192 top financial advisors.
21
Wray T. Cooper
CRD#: 4347825
2650 Eastpoint Parkway, Suite 100, Louisville, KY 40223

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.

22
Lowell W. Cornwell
CRD#: 3117673
714 14th Avenue, N, Fort Dodge, IA 50501

Lowell Cornwell (CRD# 3117673) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Fort Dodge, IA and has over 25 years of experience in the finance industry.

23
John C. Csargo
CRD#: 4084774
3050 Metro Drive, Suite 3050, Minneapolis, MN 55425

John Csargo (CRD# 4084774) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Minneapolis, MN and has over 23 years of experience in the finance industry.

24
Aaron P. Cullen
CRD#: 6224930
1 Insight Drive, P.o. Box 502, Platteville, WI 53818

Aaron Cullen (CRD# 6224930) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.

25
Francis E. Dardis
CRD#: 4467202
3390 Asbury Rd, Dubuque, IA 52002

Francis Dardis (CRD# 4467202) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 22 years of experience in the finance industry.

26
Michael J. Darr
CRD#: 4455259
4920 Pleasant Street, Suite #1, West Des Moines, IA 50266

Michael Darr (CRD# 4455259) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in West Des Moines, IA and has over 22 years of experience in the finance industry.

27
Jennifer L. Daughetee
CRD#: 5050182
3390 Asbury Road, Dubuque, IA 52002

Jennifer Daughetee (CRD# 5050182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 18 years of experience in the finance industry.

28
Adam R. Decker
CRD#: 4581403
8360 South Emerson Avenue, Suite 500, Indianapolis, IN 46237

Adam Decker (CRD# 4581403) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has over 22 years of experience in the finance industry.

29
Brian P. Dervin
CRD#: 5603476
13434 A Street, Omaha, NE 68144

Brian Dervin (CRD# 5603476) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Omaha, NE and has over 15 years of experience in the finance industry.

30
Frank W. Diebold
CRD#: 3210630
Bloomingdale, IL

Frank Diebold (CRD# 3210630) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bloomingdale, IL and has over 25 years of experience in the finance industry.

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