Brian
Cose
Avantax Planning Partners, Inc
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About this Advisor
Brian Cose is a certified financial planner who works out of Dubuque, Iowa who has 23 years of industry experience. Cose currently works for Avantax Planning Partners, Inc. Throughout their career, they have worked at Proequities, Inc, Avantax Planning Partners, Inc and Avantax Investment Services, Inc. Cose maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Iowa. Avantax Planning Partners, Inc is a registered investment firm headquartered in Dubuque, IA. The firm has offices in 89 locations and a total of 239 employees. It manages $6 billion in assets under management between its 11,570 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 11,570 accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets available to invest. 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. A financial advisor's fees are based on which services the firm provides the client. However, fees charged by Avantax Planning Partners, Inc likely consist of 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
Brian Cose Work History
Brian has been registered as a financial advisor for 23 years.*
Avantax Investment Services, Inc
Avantax Planning Partners, Inc
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 Brian Cose 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
Bismarck, ND
Mount Vernon, IN
Indianapolis, IN
Dubuque, IA
Madison, WI
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.
