AVANTAX PLANNING PARTNERS, INC.

DUBUQUE, Iowa·35 registered advisors·CRD# 106237

SEC# 801-50939108563-582-2855

01

Firm Overview

AUM

$6.4B

Regulatory assets under management

Employees

248

Total firm employees

Advisors

35

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at AVANTAX PLANNING PARTNERS, INC.

35 registered advisors

Andrew David Watts

Ann Sexton Mccorkindale

Arnold Nicholas Honkamp

Brian David Cose

Brian Michael Russ

Christopher Joseph Kobes

Gregory Carl Burbach

Ivan Paul Gruhl

James Paul Siemonsma

James Wilfred Herrig

Janice Yolaine Labonne

Jason Jeffrey Allen

Jennifer Ann Ready

Jennifer Lynn Daughetee

John Robert Darrah

Katie Jo Thomas

Kevin Paul Dement

Kevin Ronald Schmitt

Louie Alan Rosalez

Matthew Gregory Bregozzo

Melissa Rilynn Loner

Michael Peter Welbes

Natalie Hoffmann

Richard Kenneth Howard

Robert Reynold Mcquillen

Ronald Francis Helle

Ryan John Hauber

Scott Glen Walloch

Todd Christopher Mackay

05

Office Locations

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Data sourced from SEC Form ADV filings. AVANTAX PLANNING PARTNERS, INC. (CRD# 106237) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.