Advisor at Avantax Planning Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Avantax Planning Partners, Inc.
Location
Okoboji, IA 51355
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Fixed fees for stand-alone financial planning services, negotiable
$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%
Hourly fees for stand-alone financial planning services, negotiable
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
Cetera Wealth Services, LLC
2025 - Present (1 year)
Avantax Investment Services, Inc.
2020 - 2025 (5 years)
ProEquities, Inc
2007 - 2020 (13 years)
Avantax Planning Partners, Inc.
2007 - Present (19 years)
Erpelding, Voigt & Co.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 66
Milford, IA
Edward Jones
Series 63
Spirit Lake, IA
Edward Jones
Series 66
Milford, IA
Edward Jones
Series 63, Series 65
Vancouver, WA
Advisor Share Wealth Management, LLC
Series 65
Spencer, IA
Northwest Wealth Management, LLC
Series 65
Okoboji, IA
Avantax Planning Partners, Inc.
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