AVANTAX PLANNING PARTNERS, INC.
Dubuque, IA
AUM
$7.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
200 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
563-582-2855
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in IA, DUBUQUE
3 advisers found
Dubuque, IA
AUM
$7.57B
Team
200 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
563-582-2855
Dubuque, IA
AUM
$3.55B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
563-588-2097
Dubuque, IA
AUM
$146.2M
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
563-587-7840