Aaron
Greteman

Avantax Planning Partners, Inc

CRD#5435804
Investment Advisor
in Algona, IA

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About this Advisor

Aaron Greteman is a financial advisor operating in Algona, Iowa, with a total of 15 years of industry experience. Greteman works at Avantax Planning Partners, Inc. Throughout their career, they have worked at Erpelding, Voigt & Co, Llp, Proequities, Inc, Avantax Planning Partners, Inc and Avantax Investment Services, Inc. Greteman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Avantax Planning Partners, Inc is a financial advisory firm based out of Dubuque, IA. The investment advisory business has offices in 89 locations and a total of 239 employees. It manages $6 billion in assets under management among its 11,570 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 11,570 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. Avantax Planning Partners, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are offered. However, fee types charged by Avantax Planning Partners, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

307 East Call Street
Algona, IA 50511

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Avantax Planning Partners, Inc Brokerage Details

Total Assets Under Management

$5,456,488,469

IA Average: $9,259,360,772
Total Number of Employees

239

IA Average: 166
Total Number of Accounts

11,570

IA Average: 7,189
Average Account Size

$471,607

IA Average: $1,287,990

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

Aaron Greteman Work History

Aaron has been registered as a financial advisor for 15 years.*

2020 - Present (4 years)

Avantax Investment Services, Inc

2008 - Present (16 years)

Avantax Planning Partners, Inc

2007 - Present (17 years)

Erpelding, Voigt & Co, Llp

2007 - 2020 (13 years)

Proequities, 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 Aaron Greteman 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

Joseph Clagg
Indianapolis, IN
Nicole Boren
Mount Vernon, IN
Jason Ernst
Bismarck, ND
Jennifer Penning
Dubuque, IA
Richard Runde
Dubuque, IA
Francis Dardis
Dubuque, IA
Steven Broihahn
Madison, WI
Jonathan Davis
Dubuque, IA

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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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.

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