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Vice President & Tax Officer · Avantax Planning Partners, Inc.

Serge Budevich

CRD 7996345 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Avantax Planning Partners, Inc., an SEC-registered wealth manager based in Dubuque, IA with $7.6 billion in regulatory assets, lists Serge Budevich on its Form ADV as Vice President & Tax Officer, a control person. The SEC filings also name Serge at 3 other registered advisers.

Firms and roles

AtlasMembers

Serge’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (27)

22 more people named with Serge on the same filings, with titles and firms. Free in Atlas with a free account.

See all 27 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Serge’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.