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
Jacob Franklin (CRD# 7814264) 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.
Jessica Freiburg (CRD# 7853975) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Oak Brook, IL and has 1 year of experience in the finance industry.
Vance Glaser (CRD# 7829998) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Tipton, IA and has 1 year of experience in the finance industry.
Keith Habel (CRD# 7224709) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 4 years of experience in the finance industry.
Leah Heidler (CRD# 7465094) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Rapid City, SD and has 1 year of experience in the finance industry.
Ryne Henrich (CRD# 7419573) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Matthew Hines (CRD# 7603640) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Gillette, WY and has 1 year of experience in the finance industry.
Devon Hochstetter (CRD# 7784865) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Rapid City, SD and has 1 year of experience in the finance industry.
Hunter Holt (CRD# 7488084) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Beaver, UT and has 1 year of experience in the finance industry.
Todd Holt (CRD# 7489249) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Delta, UT and has 1 year of experience in the finance industry.