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 3 of 3

• Nicole Marie MyerCRD 6750069 · Algona, IA
  IA Registered
• Elvis NdahibesheCRD 6438785 · Savage, MN
  IA RegisteredBroker
• Patrick OwensCRD 6336951 · Des Moines, IA
  IA RegisteredBroker
• Casey Craven PetersonCRD 4562594 · Rapid City, SD
  IA Registered
  Disclosure event(s) on record
• David Richard PeirceCRD 7920222 · West Des Moines, IA
  IA Registered
• Jennifer Elizabeth PenningCRD 7663816 · Algona, IA
  IA Registered
• Devin PfaffCRD 8114914 · Rapid City, SD
  IA Registered
• Kyle PledgerCRD 6627112 · Baytown, TX
  IA RegisteredBroker
• Brandon Lyle PorterCRD 7173583 · Lafayette, LA
  IA RegisteredBroker
• Nichole Marie PowellCRD 7856299 · Louisville, KY
  IA Registered
• Melanie Dawn PozorskiCRD 7007509 · Rapid City, SD
  IA Registered
• Jacob Chant RoberieCRD 5143545 · Lafayette, LA
  IA RegisteredBroker
• Jan William RogersCRD 2414139 · San Diego, CA
  IA RegisteredBroker
• Richard R RundeCRD 6270308 · Dubuque, IA
  IA RegisteredRegistration inactive
• Brian Truman RussellCRD 5246894 · Winona, MN
  IA RegisteredBroker
• Vincent Tomas RyanCRD 5469290 · Chadron, NE
  IA Registered
• Ebony Lee RaheCRD 7193992 · Spencer, IA
  IA Registered
• Lance Daniel RambousekCRD 7813672 · Grand Forks, ND
  IA Registered
• Adam J RangCRD 7340338 · Dubuque, IA
  IA RegisteredBroker
• Charles William ReimersCRD 6441386 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Claire ReinersCRD 7870576 · Morgan City, LA
  IA Registered
• Jena Lee ReinheimerCRD 7865525 · Seven Fields, PA
  IA RegisteredBroker
• Brent C. ReinsbergCRD 6905290 · Eagan, MN
  IA Registered
• Cory Ronald RitterCRD 7660058 · Monticello, MN
  IA Registered
• Reggie Lee RoweCRD 6895715 · Dubuque, IA
  IA Registered
• Jeremy Joseph RyanCRD 7336417 · Centennial, CO
  IA Registered
• Wendy Lynn SimsCRD 4579589 · Pella, IA
  IA Registered
• Michael David SchlitterCRD 7600719 · Okoboji, IA
  IA Registered
• Cassidy Hill SchmidtCRD 7165430 · Seven Fields, PA
  IA Registered
• Zachary SellCRD 6380093 · Seven Fields, PA
  IA RegisteredBroker
• Brook Allison SkramCRD 7953692 · Urbandale, IA
  IA Registered
• Justin SmithhislerCRD 6447799 · Roseburg, OR
  IA RegisteredBroker
• Lawrence SolomayerCRD 5041508 · Parsippany, NJ
  IA RegisteredBroker
• Kyle Joseph SperfslageCRD 7543984 · Dubuque, IA
  IA Registered
• Michelle Marie SteiningCRD 6895706 · Davenport, IA
  IA Registered
• Kelsey D SwingCRD 7150274 · Charleston, IL
  IA Registered
• Mordechai TaylorCRD 6236904 · Woodland Hills, CA
  IA Registered
• Michael Scott TepastteCRD 7454936 · Grand Rapids, MI
  IA Registered
• Adam Paul ThielenCRD 7667207 · Roseville, MN
  IA Registered
• Guy TzourCRD 7476691 · Woodland Hills, CA
  IA Registered
• Giovanni ValleCRD 7361348 · Rutherford, NJ
  IA Registered
• Zach Josef Van SambeekCRD 7686976 · Box Elder, SD
  IA Registered
  Disclosure event(s) on record
• Elyse Josephine WegmannCRD 7714709 · Dubuque, IA
  IA Registered
• Anthony James WeisserCRD 7814627 · Grand Forks, ND
  IA Registered
• Kyle Steven WiningerCRD 7862021 · Evansville, IN
  IA Registered
• Natalya ZernitskayaCRD 6240764 · El Segundo, CA
  IA RegisteredBroker
• Michael R ZiemboCRD 7780157 · Fort Wayne, IN
  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.