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
Lisa Matuszny (CRD# 7475726) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Independence, OH and has over 2 years of experience in the finance industry.
Andrew Matuzak (CRD# 7329825) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saginaw, MI and has 1 year of experience in the finance industry.
Renee Morawa (CRD# 7784968) 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.
Mallory Moser (CRD# 7815435) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Robert Naselli (CRD# 7553804) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Matthew Nigl (CRD# 7643622) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Oshkosh, WI and has 1 year of experience in the finance industry.
Terra Norton (CRD# 4694385) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Gillette, WY and has over 20 years of experience in the finance industry.
Michael Odom (CRD# 7775856) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Memphis, TN and has 1 year of experience in the finance industry.
Jennifer Penning (CRD# 7663816) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Susan Penno (CRD# 7787585) 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.