Reagan Rosalez (CRD# 7439869) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 5103781
Investments By Design, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners | Dubuque, IA | Feb 2023 - Current | 1 |
| Round Two | Peosta, IA | Sep 2022 - Feb 2023 | < 1 |
| The Cove Bar & Grill | Apple River, IL | May 2022 - Sep 2022 | < 1 |
| Crawford And Company | Milan, | Jan 2022 - May 2022 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2017 - Dec 2021 | 4 |
| North Dodge Athletic Club | Iowa City, IA | Sep 2018 - Mar 2020 | 1 |
| Coconut Cove | Hazel Green, WI | Jun 2018 - Sep 2018 | < 1 |
| Western Dubuque High School | Epworth, IA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- AZ
- IA
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Total Assets Under Management6,377MILLIONS
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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
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