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Financial Advisor
Iowa
Dubuque
AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC.

Tel: 563-582-2855 3390 Asbury Road Dubuque, Iowa 52002-2801

About AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. is a Dubuque, Iowa based financial advisory firm with nearly $6,377,152,299 in assets under management and provides investment advisory services for 12286 clients. There are currently 248 financial advisors at the firm.

General Information
Firm CRD#:

106237

Firm SEC#:

801-50939

Assets Under Management:

$6,377,152,299

No. of Clients:

12286

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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