Unclaimed Profile

Christopher Joseph Kobes

AVANTAX PLANNING PARTNERS, INC.·DUBUQUE, Iowa

SIE, Series 7, Series 24, Series 66Clean record10 years registeredAVANTAX PLANNING PARTNERS, INC.

3390 ASBURY ROAD, DUBUQUE, IA 52002-2801CRD# 5825462Firm CRD# 106237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Joseph Kobes · DUBUQUE, IA

Registration

CRD #5825462 · AVANTAX PLANNING PARTNERS, INC. · 10 years registered

Brand Profile

Not yet started

Career History

BEACON CAPITAL MANAGEMENT, INC.

Jan 2023 – present

AVANTAX PLANNING PARTNERS, INC.

May 2016 – Nov 2022

Des Moines, IA

INVESTMENT ADVISORS

May 2016 – May 2016

URBANDALE, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 17, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVANTAX PLANNING PARTNERS, INC.

CRD 106237 · SEC 801-50939

AUM

$6.4B

Regulatory assets under management

Employees

248

12,286 client accounts

Services offered by AVANTAX PLANNING PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVANTAX PLANNING PARTNERS, INC. →

Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DUBUQUE?

Browse all registered financial advisors in DUBUQUE, Iowa or claim this profile if it's yours.

Browse DUBUQUE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Christopher Joseph Kobes offer?

Christopher Joseph Kobes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBUQUE, Iowa for a consultation.

What are Christopher Joseph Kobes's credentials?

Christopher Joseph Kobes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Joseph Kobes located?

Christopher Joseph Kobes is based in DUBUQUE, Iowa, working with AVANTAX PLANNING PARTNERS, INC.. Their office serves clients in the DUBUQUE metropolitan area and surrounding communities.

How does Christopher Joseph Kobes charge for services?

Christopher Joseph Kobes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTAX PLANNING PARTNERS, INC.?

AVANTAX PLANNING PARTNERS, INC. has approximately 248 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →