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Financial ADVSR advisor directory · SEC adviser records

Avantax Planning Partners, Inc. financial advisors

Every SEC-registered investment adviser representative at Avantax Planning Partners, Inc., by the state and city of the office they work from.

The short answer

8 registered advisors work at Avantax Planning Partners, Inc., in 3 states and 3 cities; the most are in Dubuque, IA (6). 1 list the CFP designation and 4 are also registered broker representatives.

Search every Avantax Planning Partners, Inc. advisor by name →Who joined and left Avantax Planning Partners, Inc. →Avantax Planning Partners, Inc.: assets, clients and custodians →

Cities with the most Avantax Planning Partners, Inc. advisors

Dubuque, IA 6Dallas, TX 1San Diego, CA 1

Avantax Planning Partners, Inc. advisors by state

Avantax Planning Partners, Inc. in Iowa 6

Dubuque 6

Avantax Planning Partners, Inc. in California 1

San Diego 1

Avantax Planning Partners, Inc. in Texas 1

Dallas 1

Questions

How many financial advisors does Avantax Planning Partners, Inc. have?

8 investment adviser representatives are registered with Avantax Planning Partners, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 1 list the CFP designation and 4 are also registered as broker representatives.

Where does Avantax Planning Partners, Inc. have the most advisors?

Dubuque, IA, with 6 registered advisors, then Dallas, TX (1). By state, Iowa has the most, with 6.

How do I find a Avantax Planning Partners, Inc. financial advisor near me?

Pick your state below, then your city, to see every Avantax Planning Partners, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Avantax Planning Partners, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →