Avantax Planning Partners Information

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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 February, traffic decreased to 23647, compared to 24342 in the previous month. The highest traffic in 2026 was recorded in January, reaching 24342 visits.

Employees Turnover 4 quarter 2025

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Length of Employment
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Employee tenure at Avantax Planning Partners shows a diverse range of experience levels:
3% have been with the company for less than 1 year20% for 1–2 years9% for 3–4 years11% for 5–7 years14% for 8–10 years43% have over 11 years of service at Avantax Planning Partners
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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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