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Building 2AVANTAX PLANNING PARTNERS, INC.

Map pinDUBUQUE, IA
Phone563-582-2855
NotebookSEC #801-50939
Total AUM
$7.6B
Employees
261
Clients
8,370

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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