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)
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 Dubuque, IA and has 1 year of experience in the finance industry.