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)
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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
Richard Runde (CRD# 6270308) 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.
Brian Russell (CRD# 5246894) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Winona, MN and has over 17 years of experience in the finance industry.
Vincent Ryan (CRD# 5469290) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Chadron, NE and has over 17 years of experience in the finance industry.
Scott Schemmel (CRD# 5879613) 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.
Toni Schwahn (CRD# 6710401) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Mcdonough, GA and has over 7 years of experience in the finance industry.
Wendy Sims (CRD# 4579589) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has 1 year of experience in the finance industry.
Brian Sohn (CRD# 5427526) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has over 16 years of experience in the finance industry.
James Spiegelberg (CRD# 3161269) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Wauwatosa, WI and has over 25 years of experience in the finance industry.
Erin Spiwak (CRD# 6132610) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Gainesville, FL and has over 11 years of experience in the finance industry.
Robert Stanell (CRD# 4781823) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bradenton, FL and has over 24 years of experience in the finance industry.