Avantax Planning Partners
Avantax Planning Partners

Avantax Planning Partners Information

Contact top employees from Avantax Planning Partners

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
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Total number all of employee turnover
Length of Employment
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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 Partners
Ex-employees positions
In Company
In New Company
Contact top employees from Avantax Planning Partners
Jennifer Ready
Vice President, Retirement Plan Services
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Lawrence
Financial Planner Support Associate
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Jordan Fowler
Financial Planning Consultant
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Laura Gillen
Financial Planning Consultant
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Isabel Lemus
Senior Client Service Assistant
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Dan Maloney
Financial Planning Consultant
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Rhonda Thill
Relationship Manager
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Brian Schmidt
Financial Planning Analyst
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Shawn Berthelot MBA
Director, Financial Planning Consultants
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Emily Millsap
Senior Manager, Financial Planning
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Moises Ospina
Financial Planning Consultant
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John Crowe
Financial Planning Consultant
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Nick Bishop
Financial Planning Analyst
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Steve Broihahn
Financial Planning Consultant
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Alicia Michels
Director, Sales Support Associates
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Ann McCorkindale
Partner Emeritus/Financial Planning Consultant
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Joni Dement
Senior Compliance Advisor
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Cassandra Banton
Affiliate Growth Consultant
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Matthew Cash
Financial Planning Consultant
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Laura Patterson
Financial Services Assistant
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Jordan Hoefler
Affiliate Growth Consultant
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Jody Steger
Principal, Insurance Solutions Sales Specialist
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Elvis Ndahibeshe
Financial Planning Consultant
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Kelly Adams
Investment Management
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JoAnn Kramer
RIA Operations Manager
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Adam Elder
Financial Services Assistant III
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Brittney Veach
Financial Planning Support Associate II
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Ivan Smirnou
Financial Planning Consultant
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Pardis Ferdosi
Financial Planning Consultant
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Curt McMahon
Retirement Services Transition Associate, Cetera Financial Group
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FAQ

Avantax Planning Partners operates in the Finance industries. More details can be found on the official website: avantax.com.
The headquarters of Avantax Planning Partners are located in Dubuque, United States.
You can contact Avantax Planning Partners by phone at 563-582-2855.
Avantax Planning Partners currently employs 100-200 people.

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