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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IA, DUBUQUE
5 advisers found
STEELE CAPITAL MANAGEMENT, INC.
Dubuque, IA
AUM
$3.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
563-588-2097
FRIDAY FINANCIAL
Dubuque, IA
AUM
$409.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
(563) 552-7526
WEITZEL FINANCIAL SERVICES, INC.
Dubuque, IA
AUM
$327.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
563-583-6020
THE LIFE GROUP FINANCIAL SERVICES
Dubuque, IA
AUM
$146.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
563-587-7840