SEC Form ADV · CIK 1005441

AVANTAX PLANNING PARTNERS, INC.

Registered Investment AdviserIA
$7.6B
Assets Under Management
13,797
Total Clients
Get LP Contact Details

Registration Details

CIK
1005441
Accession
CRD-106237
Location
DUBUQUE, IA
Filing Date
March 30, 2026
AUM
$7.6B
Total Clients
13,797
Amendment
No

About this Adviser

AVANTAX PLANNING PARTNERS, INC. is a registered investment adviser headquartered in DUBUQUE, IA, managing approximately $7.6B in assets across 13,797 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.