SEC Form ADV · CIK 1005441

AVANTAX PLANNING PARTNERS, INC.

Registered Investment AdviserIA
$7.6B
Assets Under Management
2
Total Clients
261
Employees
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Registration Details

CIK
1005441
Accession
crd-106237
Location
DUBUQUE, IA
Filing Date
June 18, 2026
AUM
$7.6B
Total Clients
2
Institutional Clients
744
Employees
261
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

AVANTAX PLANNING PARTNERS, INC. is a registered investment adviser headquartered in DUBUQUE, IA, managing approximately $7.6B in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.