Avantax Planning Partners, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

106237

SEC number

801-50939

Firm type

RIA

Assets under management

$7.6B as of Jun 18, 2026

Website

avantax.com/affiliation-models/registered-investment-advisors-ria ↗

Phone

563-582-2855

Address

210 Jones St, Dubuque, IA, 52001

Advisors at this firm

147 in our index · page 2 of 3

• Patrick Michael HallCRD 6425975 · St. Paul, MN
  IA Registered
• Lauren Verrett HebertCRD 5143578 · Morgan City, LA
  IA RegisteredBroker
• Renee Elizabeth HesselmanCRD 6441266 · Dubuque, IA
  IA Registered
• Scott Ray HoylesCRD 6385161 · Roseville, MN
  IA Registered
• Nathan Scott HandCRD 7072811 · Huntsville, AL
  IA Registered
• Leah Christine HeidlerCRD 7465094 · Rapid City, SD
  IA Registered
• Deshayne Rae HoagCRD 7845512 · Rapid City, SD
  IA Registered
• Hunter Jay HoltCRD 7488084 · Beaver, UT
  IA Registered
• Todd Edwin HoltCRD 7489249 · Delta, UT
  IA Registered
• Laura Elizabeth HossCRD 6911094 · Davenport, IA
  IA Registered
• Stephanie Kay ImhoffCRD 6285394 · Madison, WI
  IA Registered
• Jed Matthew InzerellaCRD 4261355 · New Iberia, LA
  IA RegisteredBroker
• Virginia Cates IrbyCRD 2279762 · Mcdonough, GA
  IA RegisteredBroker
• Lauren JacobsCRD 4762586 · Longwood, FL
  IA RegisteredBroker
• Michelle Inzerella KeenanCRD 6478257 · New Iberia, LA
  IA RegisteredBroker
• Terrance Joseph KeenanCRD 6478262 · New Iberia, LA
  IA RegisteredBroker
• Jerry Lee KirkpatrickCRD 2785743 · Centerville, IA
  IA RegisteredBroker
• Jeffrey G KnappCRD 4329846 · Algona, IA
  IA RegisteredBroker
• Robert James KochCRD 6426221 · Roseville, MN
  IA Registered
• Andrew Thomas KoskieCRD 4392687 · Saint Paul, MN
  IA RegisteredBroker
• Anita KalafutCRD 2715167 · Coon Rapids, MN
  IA Registered
• Rami KassissiehCRD 8016149 · Little Rock, AR
  IA Registered
• Jill KazCRD 5770185 · Lake Forest, IL
  IA RegisteredRegistration inactive
• Cheryl Ann KenitzerCRD 6629287 · Rapid City, SD
  IA Registered
• Nicholas KilburgCRD 7798468 · Valparaiso, IN
  IA Registered
• Chad Daniel KlynCRD 7773351 · Pella, IA
  IA Registered
• Nicholas R KruseCRD 6855778 · Dubuque, IA
  IA RegisteredBroker
• Amanda Lynn LaneCRD 7521371 · Cedar Rapids, IA
  IA Registered
• Lori Lyn LarsonCRD 7841148 · Box Elder, SD
  IA Registered
• Darrah La Vonne LayCRD 5428836 · Lantana, TX
  IA RegisteredBroker
• Marcia Marian LewisCRD 4333569 · Louisville, KY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Erich George LoewerCRD 7168816 · Eunice, LA
  IA RegisteredBroker
• Louis Vincent LoparoCRD 7747822 · Independence, OH
  IA Registered
• Sean C MahoneyCRD 5696751 · Lafayette, LA
  IA RegisteredBroker
• Robert Joseph MarcellCRD 1521703 · Morgan City, LA
  IA RegisteredBroker
• Mark Joseph MatkovicCRD 2297505 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Michael MccoyCRD 4579183 · Ankeny, IA
  IA RegisteredBroker
• Jeremy Christian MeauxCRD 7169974 · Lafayette, LA
  IA RegisteredBroker
• Christopher Allen MillerCRD 5143555 · Lafayette, LA
  IA RegisteredBroker
• Travis MitchellCRD 2190216 · Marietta, GA
  IA RegisteredBroker
• Joan Broussard MoodyCRD 5143527 · Lafayette, LA
  IA RegisteredBroker
• Steven Gerard MoosaCRD 5143564 · Eunice, LA
  IA RegisteredBroker
• Jennifer Menard MoutonCRD 2800081 · Lafayette, LA
  IA RegisteredBroker
• Patrick Lloyd MutchlerCRD 5884034 · Muskegon, MI
  IA Registered
• Susan Winker MalineCRD 7678119 · North Platte, NE
  IA Registered
  Disclosure event(s) on record
• Kevin Peter MarsoCRD 6857826 · Humboldt, IA
  IA Registered
• Lisa Marie MatusznyCRD 7475726 · Independence, OH
  IA Registered
• Andrew MatuzakCRD 7329825 · Saginaw, MI
  IA RegisteredBroker
• Stephanie Kay MettilleCRD 6908751 · Dubuque, IA
  IA Registered
• Mallory Suzanne MoserCRD 7815435 · Dallas, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.