Angela
Zirkelbach
Avantax Planning Partners, Inc
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About this Advisor
Angela Zirkelbach is a financial advisor based out of Indianapolis, Indiana with 7 years of industry experience. Zirkelbach is on the advisory team at Avantax Planning Partners, Inc. During their career, Zirkelbach has held roles at Blue & Co, Cpa, LLC and Avantax Planning Partners, Inc. Zirkelbach maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Indiana. Avantax Planning Partners, Inc is an advisory company headquartered in Dubuque, IA. It has offices in 89 locations and a total of 239 employees. It oversees $6 billion in assets among its 11,570 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 123 charities and foundations. Of its 11,570 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on which services are offered. Fees charged by Avantax Planning Partners, Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Angela Zirkelbach Work History
Angela has been registered as a financial advisor for 7 years.*
Avantax Planning Partners, Inc
Blue & Co, Cpa, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela Zirkelbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Planning Partners, Inc
Dubuque, IA
Dubuque, IA
Mount Vernon, IN
Indianapolis, IN
Dubuque, IA
Dubuque, IA
Bismarck, ND
Madison, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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