

Avantax Planning Partners Information
Summary
Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisor...Show more
Organization Website | avantax.com |
Phone Number | 563-582-2855 |
Industries | |
Headquarters Location | 3390 Asbury Road, Dubuque, IA, 52002 US |
Employees Size | 100-200 employees |
Specialties | Asset Management, Risk Management, Retirement Plan Services, Brokerage, Estate Planning, Tax Planning, Financial Planning, Wealth Managment |
Founded | 1995 |
Estimated Website Traffic
The chart shows a decline in traffic to the avantax.com website. In November, traffic decreased to 31931, compared to 47191 in the previous month. The highest traffic in 2025 was recorded in October, reaching 47191 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Avantax Planning Partners shows a diverse range of experience levels:
6% have been with the company for less than 1 year11% for 1–2 years14% for 3–4 years11% for 5–7 years14% for 8–10 years43% have over 11 years of service at Avantax Planning PartnersEx-employees positions
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