Scott
Walloch
Avantax Planning Partners, Inc
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About this Advisor
Scott Walloch is a certified financial planner who works out of Indianapolis, Indiana with 11 years of relevant experience. Walloch works at Avantax Planning Partners, Inc. They have been with Avantax Planning Partners, Inc for their whole career. Walloch is able to operate in Indiana. Avantax Planning Partners, Inc is a firm headquartered in Dubuque, IA. The firm 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 country by assets under management. The firm advises 123 charitable organizations. Of its 11,570 client accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a broad set 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. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Avantax Planning Partners, Inc can be comprised of some blend 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
Scott Walloch Work History
Scott has been registered as a financial advisor for 11 years.*
Avantax Planning Partners, Inc
*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 Scott Walloch 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
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Dubuque, IA
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Bismarck, ND
Mount Vernon, IN
Dubuque, IA
Indianapolis, IN
Dubuque, IA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
