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
Michelle Steining (CRD# 6895706) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Davenport, IA and has over 6 years of experience in the finance industry.
Katie Thomas (CRD# 5890905) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Susan Thompson (CRD# 4781826) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Tampa, FL and has over 24 years of experience in the finance industry.
Jon Thoms (CRD# 5902822) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Michelle Thomson-Henry (CRD# 6255394) 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.
Michael Vermeer (CRD# 4429228) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has over 22 years of experience in the finance industry.
Heather Vetter (CRD# 6198230) 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.
Scott Walloch (CRD# 5571168) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.
Michael Welbes (CRD# 6232888) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Thomas Will (CRD# 6856625) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Minot, ND and has over 6 years of experience in the finance industry.