National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > iowa > dubuque

AVANTAX PLANNING PARTNERS, INC.

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

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

106237

SEC#:

801-50939

No. of Clients:

12286

Assets under Management

$6,377,152,299

No. of Advisors:

248

More Financial Advisory Firms in Dubuque, Iowa

More Firms in Dubuque, Iowa >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.