Christopher
Allan
Avantax Planning Partners, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Allan is a financial advisor working in Dubuque, Iowa who has 2 years of relevant experience. Allan is an employee of Avantax Planning Partners, Inc. The advisor has gained experience at Prudential, Prudential Investment Management Services, LLC, Avantax Investment Services, Inc and Avantax Planning Partners. Allan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Iowa. Avantax Planning Partners, Inc is a firm that has its headquarters in Dubuque, IA. The company has offices in 89 locations and a total of 239 financial advisors. It handles $6 billion in assets under management across its 11,570 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 11,570 client accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a broad array 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 advisory fee schedules largely are based on which services the firm provides the client. Fees billed by Avantax Planning Partners, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Christopher Allan Work History
Christopher has been registered as a financial advisor for 2 years.*
Avantax Investment Services, Inc
Avantax Planning Partners
Prudential
Prudential Investment Management Services, 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 Christopher Allan 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
Mount Vernon, IN
Indianapolis, IN
Dubuque, IA
Dubuque, IA
Dubuque, IA
Madison, WI
Dubuque, IA
Bismarck, ND
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
