Avantax Planning Partners Revenue
Financial Services • 
Dubuque, Iowa, United States • 101-200 Employees
Avantax Planning Partners revenue & valuation
| Annual revenue | $9,522,222 |
| Revenue per employee | $77,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,500,000 |
| Total funding | No funding |
Key Contacts at Avantax Planning Partners
Aaron Maxey
Director, Financial Planning Consultants
Kari Lammer
Firm Development Director
Shawn Berthelot
Director, Financial Planning Consultants
Darrah Lay
Director
Alicia Michels
Director, Sales Support Associates
Naresh Mo
Director
Joe Stan
Owner
Company overview
| Headquarters | 3390 Asbury Road, Dubuque, IA 52002, US |
| Phone number | +19728706000 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, Asset Management, Financial Planning, Estate Planning, Brokerage, Wealth Managment, Retirement Plan Services |
| Employees | 101-200 |
| Socials |
Avantax Planning Partners Email Formats
Avantax Planning Partners uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@avantax.com), used 77.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@avantax.com | 77.6% |
{first initial}{last name} | jdoe@hkfs.com | 8.2% |
{first name}.{last name} | john.doe@avantax.com | 8.2% |
{first initial} | j@avantax.com | 2% |
{first name}{last name} | johndoe@avantax.com | 2% |
About Avantax Planning Partners
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 advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Avantax Planning Partners has 91 employees across 8 departments.
Departments
Number of employees
Funding Data
Avantax Planning Partners has never raised funding before.
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