AVANTAX PLANNING PARTNERS, INC.
SEC file number 801-50939
· DUBUQUE, IA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$6.38B
Discretionary AUM
$6.37B
Employees
248
Clients
4
Firm
- Address
- 3390 ASBURY ROAD
DUBUQUE, IA 52002-2801 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)