| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan Keith Shores Control | Co-Treasurer | Under 5% | 2024 |
| Andrew David Watts Control | President | Under 5% | 2024 |
| Avantax Wm Holdings, Inc. Control | Sole Shareholder | Over 75% | 2024 |
Avantax Planning Partners, Inc. reports $6.9 billion in regulatory assets under management on its Form ADV.
Avantax Planning Partners, Inc. reports 254 employees.
Avantax Planning Partners, Inc. is based in Dubuque, IA and has been SEC-registered since 1996.
Avantax Planning Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3390 Asbury Road, Ste. 104, Dubuque, IA 52002-2801 |
| Phone | 563-582-2855 |
| Fax | 563-582-1040 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1005441 |
| Discloses disciplinary history | Yes |
| Discretionary | $6.93B |
| Non-discretionary | $0 |
| Total (RAUM) | $6.93B |