Angela
Ennen
Avantax Planning Partners, Inc
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About this Advisor
Angela Ennen is a financial advisor based out of Algona, Iowa with a total of 3 years of relevant experience. Ennen is an advisor for Avantax Planning Partners, Inc. The advisor has gained experience at Hk Financial Services, Inc and Erpelding, Voigt & Co. Ennen has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Iowa. Avantax Planning Partners, Inc is a registered investment business based out of Dubuque, IA. The company has offices in 89 locations and a total of 239 advisors. It has $6 billion in total assets between its 11,570 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 123 charitable organizations. Of its 11,570 client accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Avantax Planning Partners, Inc performs 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. Financial management fees typically are based on which services are offered. However, fees billed by Avantax Planning Partners, Inc may include 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 Ennen Work History
Angela has been registered as a financial advisor for 3 years.*
Hk Financial Services, Inc
Erpelding, Voigt & Co
*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 Ennen 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
Mount Vernon, IN
Dubuque, IA
Madison, WI
Dubuque, IA
Bismarck, ND
Indianapolis, IN
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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