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
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