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 90 offices throughout the country.

AVANTAX PLANNING PARTNERS, INC. is a Dubuque, Iowa based Financial Planning firm with nearly $5,456,488,469 assets under management, offering retirement planning & investment advisory services to 11570 clients. The firm is staffed with 239 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106237
SEC#	801-50939
Assets Managed by Firm	$5,456,488,469
No. of Clients	11570
No. of Advisors	239

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11570	$5,456,488,469
Individuals (other than high net worth individuals)	5865	$1,400,675,310
High net worth individuals	828	$2,523,595,222
Pension and profit sharing plans	460	$1,390,650,700
Charitable organizations	123	$62,790,437
Corporations or other businesses	74	$78,776,800

Inquire with AVANTAX PLANNING PARTNERS, INC.

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