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Deanna Quinlin

Advisor at Avantax Planning Partners, Inc.

Updated today

Firm

Avantax Planning Partners, Inc.

Location

Rock Island, IL

Credentials

Series 63, Series 65

Industry experience

16 years

Fee options

Fixed

Fixed fees for stand-alone financial planning services, negotiable

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%

Project-based

Hourly fees for stand-alone financial planning services, negotiable

Other

Account minimum: No minimum for asset management and financial planning services; $125,000 minimum for Collateralized, Non-purpose Loan Program Fee-only: Fixed or hourly fees for stand-alone financial planning services, negotiable depending on scope and Financial Professional

Work history

Cetera Investment Advisers, LLC

2026 - Present (1 year)

Cetera Wealth Services, LLC

2024 - Present (2 years)

Cetera ADVISORS LLC

2024 - Present (2 years)

Cetera Investment Services Llc

2024 - Present (2 years)

CETERA Financial Specialists LLC

2024 - Present (2 years)

Avantax Investment Services, INC.

2020 - 2025 (5 years)

Avantax Insurance Agency and/or Avantax Insurance Services.

2020 - 2025 (5 years)

ProEquities, Inc

2011 - 2020 (9 years)

Avantax Planning Partners, Inc

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Colton D

Series 66

Silvis, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner

Kimberly G

Series 66

Milan, IL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Founder/Business Owner Hispanic/Latino/Latinx

Jake A

Series 66

Bettendorf, IA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Military & Veterans Newlywed/Engaged Young Families

John T

Series 63, Series 66

Davenport, IA

Edward Jones

General retirement planning Wealth management

Amber O

Series 66

Davenport, IA

Merrill

Amber O'Brien is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients define their financial goals and develop personalized wealth management strategies that address individual priorities, risk tolerance, time horizons, and liquidity needs. Amber works with both individual and corporate clients on investment strategies, tax minimization, and retirement income planning. Amber holds a Bachelor's Degree from Illinois State University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a member of professional organizations such as Illinois State University Alumni and Iowa Women Lead Change. Beyond her professional work, Amber is involved in community organizations including ESRA (English Springer Rescue America), Riverbend Food Bank, and Rotary. Her personal interests include biking, boating, camping, cooking, gardening, golfing, hiking, music, swimming, and tennis.

Wealth management Retirement income strategy General retirement planning Income planning General tax planning

Cindy A

Series 63, Series 65

Davenport, IA

Merrill

Cindy Arter is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management, based in the Davenport, Iowa office since 1998. She provides personalized wealth management strategies tailored to each client’s unique financial goals and changing market conditions. Cindy’s expertise encompasses a wide range of financial services, including executive stock option analysis, 10b5-1 plans, retirement and education planning, estate planning, portfolio development, and tax minimization. Her client focus areas include corporate executive services, family wealth management, investment consulting for defined contribution plans, personal retirement planning, and portfolio management. Cindy holds a Bachelor’s degree in Finance from the University of Missouri and multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has built enduring client relationships by working one-on-one to develop financial strategies aimed at helping clients pursue their long-term goals. Residing in Bettendorf, Iowa, Cindy has two grown children and six grandchildren. Outside of her professional work, she enjoys cooking, gardening, traveling, and spending time with her family.

Wealth management 10b5-1 plan design College savings (529s, UTMA, etc.) General estate planning guidance Executive
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