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
Ashmore, IL
Credentials
Series 66
Industry experience
26 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
Honkamp krueger Financial Services
2000 - Present (26 years)
Gilbert, Metzger & Madigan
1995 - 2018 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Charleston, IL
Edward Jones
Series 66
Charleston, IL
Edward Jones
Series 65
Charleston, IL
Avantax Planning Partners, Inc.
Series 63, Series 65
Lerna, IL
Planmember Securities Corporation
Series 66
Charleston, IL
Raymond James Financial
Series 66
Charleston, IL
Raymond James Financial
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