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.
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Verified contacts
131
available on Kipplo
LinkedIn employees
127
51 to 200 range
Open roles
—
no listings
Distinct roles
75
indexed titles
Tech stack
9
tools in use
Monthly traffic
2.9K
organic / mo
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Decision-makers and verified team members
131 contacts with verified email or phone · masked until revealed.
- DL
Darrah Lay
Director · General Business & Management
EmailPhone - JG
John Gruhl
Owner · General Business & Management
EmailPhone - SB
Shawn Berthelot
Director, Financial Planning Consultants · Other
EmailPhone - JR
Jennifer Ready
Vice President, Retirement Plan Services · General Business & Management
EmailPhone - CR
Cassie Rock
Senior Retirement Services Specialist · Customer/Client Service
EmailPhone - EN
Elvis Ndahibeshe
Financial Planning Consultant · Finance & Accounting
EmailPhone - JK
Joann Kramer
Ria Operations Manager · Operations
EmailPhone - JD
Joni Dement
Senior Compliance Advisor · Finance & Accounting
EmailPhone - MK
Megan Kline
Relationship Manager, Retirement Plan Services · Finance & Accounting
EmailPhone
Showing 9 of 131 verified contacts
Top roles at Avantax Planning Partners
75 distinct titles indexed · top 10 shown.
- 21financial planning consultant
- 5associate financial planning consultant
- 5relationship manager
- 4financial services assistant ii
- 3affiliate growth consultant
- 3client development specialist
- 3financial planner
- 3financial planning support associate ii
- 3financial services assistant
- 3sales manager
- +65more titles
Sign up to unlock all 131 contacts at Avantax Planning Partners
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