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).
-
Total Assets Under Management6,377MILLION
-
Total Number of Accounts12,286ACCOUNTS
-
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)
![](/img/ws/firm-ria-sec-logo.png)
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
Deanna Wille (CRD# 5658538) 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.
Julie Wilson (CRD# 5791393) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 14 years of experience in the finance industry.
Angela Zirkelbach (CRD# 6719105) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has over 7 years of experience in the finance industry.
Andrea Addo (CRD# 7299125) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Roseville, MN and has over 3 years of experience in the finance industry.
Alex Adler (CRD# 7728696) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Davenport, IA and has 1 year of experience in the finance industry.
Wendy Albers (CRD# 7779071) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has 1 year of experience in the finance industry.
Christopher Allan (CRD# 5646543) 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.
Myra Bakke (CRD# 7324705) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Great Falls, MT and has over 3 years of experience in the finance industry.
Brooks Binstock (CRD# 7816761) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Grand Forks, ND and has 1 year of experience in the finance industry.
Shawn Blom (CRD# 7870799) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Sioux Falls, SD and has 1 year of experience in the finance industry.