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Todd Christopher Mackay

AVANTAX PLANNING PARTNERS, INC.·DUBUQUE, Iowa
SIE, Series 7, Series 24Clean recordAVANTAX PLANNING PARTNERS, INC.
3390 ASBURY ROAD, DUBUQUE, IA 52002-2801CRD# 2799860Firm CRD# 106237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Christopher Mackay · DUBUQUE, IA
Registration
CRD #2799860 · AVANTAX PLANNING PARTNERS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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. →
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Frequently Asked Questions

What services does Todd Christopher Mackay offer?
Todd Christopher Mackay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBUQUE, Iowa for a consultation.
What are Todd Christopher Mackay's credentials?
Todd Christopher Mackay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Christopher Mackay located?
Todd Christopher Mackay 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 Todd Christopher Mackay charge for services?
Todd Christopher Mackay'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.
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Other Advisors at AVANTAX PLANNING PARTNERS, INC.

Louie Alan Rosalez
DUBUQUE, IA
Brian Michael Russ
DUBUQUE, IA
Scott Glen Walloch
DUBUQUE, IA
Thomas Gooley
DUBUQUE, IA
Andrew David Watts
DUBUQUE, IA
CFP
Janice Yolaine Labonne
DUBUQUE, IA

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