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 1 of 3

• Blake Charles AdamsCRD 6492477 · Lafayette, LA
  IA RegisteredBroker
• John Peter ArmatoCRD 5143912 · Morgan City, LA
  IA RegisteredBroker
• Gary Earl AugustineCRD 1979841 · Seven Fields, PA
  IA RegisteredRegistration inactive
• Andrea Lynn AddoCRD 7299125 · Roseville, MN
  IA Registered
• Daniyal I AhmedCRD 6810774 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Erica Jean AitkenCRD 7950865 · Roseburg, OR
  IA Registered
• Christopher Matthew AllanCRD 5646543 · Dubuque, IA
  IA RegisteredBroker
• Aliina Marie Anton-ErikCRD 6982096 · Lynnwood, WA
  IA Registered
• Todd AsperCRD 7992779 · Urbandale, IA
  IA Registered
• Shawn Philip BerthelotCRD 4577477 · Macedonia, OH
  IA RegisteredBroker
• Matthew Gregory BregozzoCRD 5881295 · San Diego, CA
  IA RegisteredBroker
• Gavin Lea BurnhamCRD 6362211 · St. Paul, MN
  IA Registered
• Myra Lynn BakkeCRD 7324705 · Great Falls, MT
  IA Registered
• Benjamin James BaudoinCRD 7469344 · Lafayette, LA
  IA RegisteredBroker
• Lacy Nicole BenderCRD 8040825 · Evansville, IN
  IA Registered
• Christine BerwickCRD 7173026 · Lafayette, LA
  IA RegisteredBroker
• Steven David BroihahnCRD 6474628 · Madison, WI
  IA RegisteredBroker
• Terry B BrownCRD 6767203 · Dubuque, IA
  IA RegisteredBroker
• Robert Dana BuckleyCRD 4578611 · West Des Moines, IA
  IA Registered
• Alexander ChanCRD 5129367 · Saint Paul, MN
  IA RegisteredBroker
• Troy David CoonCRD 2477744 · Centennial, CO
  IA RegisteredBroker
• Angela Marie CoxtonCRD 2990099 · El Segundo, CA
  IA RegisteredBroker
• John Clay CsargoCRD 4084774 · Minneapolis, MN
  IA Registered
• Adam Johnston CurryCRD 5144075 · Lafayette, LA
  IA RegisteredBroker
• Laura Ann Danlasky-DaigleCRD 2885144 · El Segundo, CA
  IA RegisteredBroker
• Francis Egan DardisCRD 4467202 · Dubuque, IA
  IA RegisteredBroker
• Robert Charles DarnallCRD 7207936 · Abbeville, LA
  IA RegisteredBroker
• Michael John DarrCRD 4455259 · West Des Moines, IA
  IA RegisteredBroker
• Amanda DemaineCRD 4292191 · St Cloud, MN
  IA RegisteredBroker
• Michael Todd DomingueCRD 4870994 · Lafayette, LA
  IA RegisteredBroker
• Will DaviesCRD 8185497 · Dubuque, IA
  IA Registered
• Lawrence Angelo DebaltzoCRD 7625141 · Independence, OH
  IA Registered
• Lance DielemanCRD 7844552 · Urbandale, IA
  IA Registered
• John Alexander EmsCRD 8004557 · Ballwin, MO
  IA Registered
• Angela Mae EnnenCRD 7298627 · Algona, IA
  IA Registered
• Jordan FowlerCRD 5929498 · Seven Fields, PA
  IA RegisteredBroker
• Carrie Anne FentonCRD 7047992 · Omaha, NE
  IA Registered
• Brian Paul FisherCRD 6839061 · Dickinson, ND
  IA Registered
• Matthew Earl FolzCRD 7153879 · Evansville, IN
  IA Registered
• Cassidy FowlerCRD 8016119 · Finleyville, PA
  IA Registered
• James Ray GardnerCRD 4550252 · Chadron, NE
  IA Registered
• Michael John GasperiCRD 2565935 · Des Moines, IA
  IA RegisteredBroker
• Thomas Leslie GilbertCRD 4595005 · Ashmore, IL
  IA Registered
• Ruth Ellen GoranCRD 3241313 · Skokie, IL
  IA Registered
  Disclosure event(s) on record
• Sarah Lynn GerhardCRD 6806873 · Fairmount, MN
  IA Registered
• Kayce Lind GerlachCRD 6596116 · Rapid City, SD
  IA Registered
• Laura Marie GillenCRD 6475684 · Dubuque, IA
  IA RegisteredBroker
• Lucas John GoodingCRD 7070473 · Westerville, OH
  IA RegisteredBroker
• Richard John HagemanCRD 2184995 · Neenah, WI
  IA RegisteredBroker
• Kristy Marie HaleyCRD 4022155 · El Segundo, CA
  IA RegisteredBroker

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.