AVANTAX PLANNING PARTNERS, INC.

3390 Asbury Road
Dubuque, Iowa 52002-2801
Tel: 563-582-2855

About AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC, formally registered with the SEC as AVANTAX PLANNING PARTNERS, INC. The firm was established in 01/17/1996. They have over 109 offices throughout the country.

AVANTAX PLANNING PARTNERS, INC. is a Dubuque, Iowa based Financial Planning firm with nearly $6,377,152,299 assets under management, offering retirement planning & investment advisory services to 12286 clients. The firm is staffed with 248 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106237
SEC#	801-50939
Assets Managed by Firm	$6,377,152,299
No. of Clients	12286
No. of Advisors	248

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	12286	$6,377,152,299
Individuals (other than high net worth individuals)	5920	$1,452,493,907
High net worth individuals	980	$3,026,363,191
Pension and profit sharing plans	548	$1,685,080,025
Charitable organizations	114	$50,061,109
Corporations or other businesses	108	$163,154,067

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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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