Active
AVANTAX PLANNING PARTNERS, INC.
Investment Advice|DUBUQUE, IA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$6.9B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 6.9B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106237 |
| SEC Number | 801-50939 |
| Street Address | 3390 ASBURY ROAD |
| Location | DUBUQUE, IA 52002-2801 |
| Country | United States |
| Phone | 563-582-2855 |
| Fax | 563-582-1040 |
| Total Employees | 254 |
| Business Types | insurance_broker |
Client Count by Type (8,371 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 6,485 |
| High Net Worth Individual… | 1,095 |
| Pension/Profit Sharing Pl… | 580 |
| Charitable Organizations | 120 |
| Corporations/Businesses | 91 |
Community Partners
CITY OF ASBURY
CITY OF BALLTOWN
CITY OF BANKSTON
CITY OF BERNARD
CITY OF CENTRALIA
CITY OF DUBUQUE
CITY OF DURANGO
CITY OF DYERSVILLE
CITY OF EPWORTH
CITY OF FARLEY
CITY OF GRAF
CITY OF LUXEMBURG
CITY OF NEW VIENNA
CITY OF PEOSTA
CITY OF RICKARDSVILLE
CITY OF SAGEVILLE
CITY OF SHERRILL
CITY OF WORTHINGTON
CITY OF ZWINGLE
COUNTY OF DUBUQUE
CITY OF ASBURY
CITY OF BALLTOWN
CITY OF BANKSTON
CITY OF BERNARD
CITY OF CENTRALIA
CITY OF DUBUQUE
CITY OF DURANGO
CITY OF DYERSVILLE
CITY OF EPWORTH
CITY OF FARLEY
CITY OF GRAF
CITY OF LUXEMBURG
CITY OF NEW VIENNA
CITY OF PEOSTA
CITY OF RICKARDSVILLE
CITY OF SAGEVILLE
CITY OF SHERRILL
CITY OF WORTHINGTON
CITY OF ZWINGLE
COUNTY OF DUBUQUE
CITY OF ASBURY
CITY OF BALLTOWN
CITY OF BANKSTON
CITY OF BERNARD
CITY OF CENTRALIA
CITY OF DUBUQUE
CITY OF DURANGO
CITY OF DYERSVILLE
CITY OF EPWORTH
CITY OF FARLEY
CITY OF GRAF
CITY OF LUXEMBURG
CITY OF NEW VIENNA
CITY OF PEOSTA
CITY OF RICKARDSVILLE
CITY OF SAGEVILLE
CITY OF SHERRILL
CITY OF WORTHINGTON
CITY OF ZWINGLE
COUNTY OF DUBUQUE
Municipal Government
20 Active
20
Organizations
CATFISH CREEK WATERSHED MANAGEMENT AUTHORITY
CITY OF DUBUQUE HOUSING DIVISION
DUBUQUE 911 PUBLIC SAFETY COMMITTEE
DUBUQUE COUNTY SOIL CONSERVATION DISTRICT
DUBUQUE-DELAWARE-JACKSON COUNTY REGIONAL TRANSIT AGENCY
DUBUQUE METROPOLITAN AREA SOLID WASTE DISPOSAL AGENCY
DUBUQUE SOIL & WATER CONSERVATION DISTRICT
EAST CENTRAL INTERGOVERNMENTAL ASSOCIATION
EASTERN IOWA REGIONAL HOUSING AUTHORITY
EPWORTH COMMUNITY VOLUNTEER FIREMEN
CATFISH CREEK WATERSHED MANAGEMENT AUTHORITY
CITY OF DUBUQUE HOUSING DIVISION
DUBUQUE 911 PUBLIC SAFETY COMMITTEE
DUBUQUE COUNTY SOIL CONSERVATION DISTRICT
DUBUQUE-DELAWARE-JACKSON COUNTY REGIONAL TRANSIT AGENCY
DUBUQUE METROPOLITAN AREA SOLID WASTE DISPOSAL AGENCY
DUBUQUE SOIL & WATER CONSERVATION DISTRICT
EAST CENTRAL INTERGOVERNMENTAL ASSOCIATION
EASTERN IOWA REGIONAL HOUSING AUTHORITY
EPWORTH COMMUNITY VOLUNTEER FIREMEN
CATFISH CREEK WATERSHED MANAGEMENT AUTHORITY
CITY OF DUBUQUE HOUSING DIVISION
DUBUQUE 911 PUBLIC SAFETY COMMITTEE
DUBUQUE COUNTY SOIL CONSERVATION DISTRICT
DUBUQUE-DELAWARE-JACKSON COUNTY REGIONAL TRANSIT AGENCY
DUBUQUE METROPOLITAN AREA SOLID WASTE DISPOSAL AGENCY
DUBUQUE SOIL & WATER CONSERVATION DISTRICT
EAST CENTRAL INTERGOVERNMENTAL ASSOCIATION
EASTERN IOWA REGIONAL HOUSING AUTHORITY
EPWORTH COMMUNITY VOLUNTEER FIREMEN
Special District
10 Active
10
Organizations
DUBUQUE COMMUNITY SCHOOL DISTRICT
WESTERN DUBUQUE COMMUNITY SCHOOL DISTRICT
DUBUQUE COMMUNITY SCHOOL DISTRICT
WESTERN DUBUQUE COMMUNITY SCHOOL DISTRICT
DUBUQUE COMMUNITY SCHOOL DISTRICT
WESTERN DUBUQUE COMMUNITY SCHOOL DISTRICT
School District
2 Active
2
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
673 TRI-STATE MORNING
700 BOWLING CLUBS OF AMERICA
ADVERTISING FEDERATION OF DUBUQUE INC
AFRIWELL HUB, INC
AGRISAFE NETWORK INC
AIM CREDIT UNION
ALVERNO APARTMENTS INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN COLLEGE OF DENTISTS
AMERICAN DENTAL ASSISTANTS ASSOCIATION
AMERICAN DRAGON BOAT ASSOCIATION
AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
673 TRI-STATE MORNING
700 BOWLING CLUBS OF AMERICA
ADVERTISING FEDERATION OF DUBUQUE INC
AFRIWELL HUB, INC
AGRISAFE NETWORK INC
AIM CREDIT UNION
ALVERNO APARTMENTS INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN COLLEGE OF DENTISTS
AMERICAN DENTAL ASSISTANTS ASSOCIATION
AMERICAN DRAGON BOAT ASSOCIATION
AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
673 TRI-STATE MORNING
700 BOWLING CLUBS OF AMERICA
ADVERTISING FEDERATION OF DUBUQUE INC
AFRIWELL HUB, INC
AGRISAFE NETWORK INC
AIM CREDIT UNION
ALVERNO APARTMENTS INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN COLLEGE OF DENTISTS
AMERICAN DENTAL ASSISTANTS ASSOCIATION
AMERICAN DRAGON BOAT ASSOCIATION
AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization
689 Active
689
Organizations
Community Partners82 organizations
CITY OF ASBURY
Municipal Government·ASBURY
CITY OF BALLTOWN
Municipal Government·SHERRILL
CITY OF BANKSTON
Municipal Government·EPWORTH
CITY OF BERNARD
Municipal Government·BERNARD
CITY OF CENTRALIA
Municipal Government·PEOSTA
CITY OF DUBUQUE
Municipal Government·DUBUQUE
CITY OF DURANGO
Municipal Government·DURANGO
CITY OF DYERSVILLE
Municipal Government·DYERSVILLE
CITY OF EPWORTH
Municipal Government·EPWORTH
CITY OF LUXEMBURG
Municipal Government·LUXEMBURG
CITY OF NEW VIENNA
Municipal Government·NEW VIENNA
CITY OF PEOSTA
Municipal Government·PEOSTA
CITY OF RICKARDSVILLE
Municipal Government·DURANGO
CITY OF SAGEVILLE
Municipal Government·DYERSVILLE
CITY OF SHERRILL
Municipal Government·SHERRILL
CITY OF WORTHINGTON
Municipal Government·WORTHINGTON
CITY OF ZWINGLE
Municipal Government·ZWINGLE
CITY OF DUBUQUE HOUSING DIVISION
Special District·DUBUQUE
DUBUQUE 911 PUBLIC SAFETY COMMITTEE
Special District·DUBUQUE
DUBUQUE SOIL & WATER CONSERVATION DISTRICT
Special District·EPWORTH
EAST CENTRAL INTERGOVERNMENTAL ASSOCIATION
Special District·DUBUQUE
EASTERN IOWA REGIONAL HOUSING AUTHORITY
Special District·DUBUQUE
EPWORTH COMMUNITY VOLUNTEER FIREMEN
Special District·EPWORTH
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Durango
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Peosta
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Peosta
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Farley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·epworth
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Dyersville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Farley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Dubuque
673 TRI-STATE MORNING
Nonprofit Organization·Dubuque
700 BOWLING CLUBS OF AMERICA
Nonprofit Organization·dubuque
ADVERTISING FEDERATION OF DUBUQUE INC
Nonprofit Organization·Dubuque
AFRIWELL HUB, INC
Nonprofit Organization·DUBUQUE
AGRISAFE NETWORK INC
Nonprofit Organization·PEOSTA
AIM CREDIT UNION
Nonprofit Organization·DUBUQUE
ALVERNO APARTMENTS INC
Nonprofit Organization·DUBUQUE
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Dubuque
AMERICAN COLLEGE OF DENTISTS
Nonprofit Organization·Dubuque
AMERICAN DENTAL ASSISTANTS ASSOCIATION
Nonprofit Organization·Dubuque
AMERICAN DRAGON BOAT ASSOCIATION
Nonprofit Organization·Dubuque
AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Dubuque
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·DUBUQUE
AMERICAN HUMANIST ASSOCIATION
Nonprofit Organization·Dubuque
AMERICAN LEGION
Nonprofit Organization·Dyersville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·FARLEY
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Dubuque
AMERICAN LEGION AUXILIARY
Nonprofit Organization·DYERSVILLE
AMERICAN LEGION POST 137
Nonprofit Organization·DYERSVILLE
AMERICAN LEGION POST 6
Nonprofit Organization·DUBUQUE
American Legion Post 650 John White
Nonprofit Organization·Epworth
AMERICAN LEGION SCHERRMAN PETERSON POST 656
Nonprofit Organization·FARLEY
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Dubuque
AMERICA'S RIVER CORPORATION
Nonprofit Organization·DUBUQUE
AMVETS
Nonprofit Organization·Dubuque
ANCIENT FREE & ACCEPTED MASONS 125
Nonprofit Organization·DUBUQUE
ANCIENT FREE & ACCEPTED MASONS OF IOWA
Nonprofit Organization·Dubuque
ANCIENT FREE ACCEPTED MASONS OF IOWA
Nonprofit Organization·Dubuque
ANCIENT ORDER OF HIBERNIANS IN AMERICA
Nonprofit Organization·DUBUQUE
ANCIENT ORDER OF HIBERNIANS IN AMERICA
Nonprofit Organization·Dubuque
ANCIENT ORDER OF HIBERNIANS IN AMERICA
Nonprofit Organization·DUBUQUE
ANTIQUE FIRE CLUB
Nonprofit Organization·Dubuque
AQUINAS COMMUNICATIONS INC
Nonprofit Organization·DUBUQUE
Archdiocese of Dubuque Alternative
Nonprofit Organization·Dubuque
Archdiocese of Dubuque Deposit and Loan
Nonprofit Organization·Dubuque
AREA MUSEUM INC
Nonprofit Organization·DUBUQUE
Area Residential Care Foundation
Nonprofit Organization·Dubuque
ARK ADVOCATES
Nonprofit Organization·Dubuque
ASBURY ATHLETIC ASSOCIATION
Nonprofit Organization·Dubuque
ASBURY EAGLES CLUB AERIE 4458
Nonprofit Organization·DUBUQUE
ASSOCIATION OF FUNDRAISING PROFESSIONALS
Nonprofit Organization·DUBUQUE
ASSOCIATION OF OPERATING ROOM NURSES INC
Nonprofit Organization·Dubuque