Julie
Wilson
Avantax Planning Partners, Inc
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About this Advisor
Julie Wilson is a financial advisor operating in Dubuque, Iowa with 13 years of industry experience. Wilson is currently employed by Avantax Planning Partners, Inc. They have been with Avantax Planning Partners, Inc for their entire career. Wilson has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Iowa. Avantax Planning Partners, Inc is a financial advisory business based out of Dubuque, IA. It has offices in 89 locations and a total of 239 people on staff. It administers $6 billion in assets under management across its 11,570 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 123 charitable organizations. Of its 11,570 client accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a number 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 are based on the type of services provided. However, fee types charged by Avantax Planning Partners, Inc may include 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
Julie Wilson Work History
Julie has been registered as a financial advisor for 13 years.*
Honkamp Krueger Financial Services
*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 Julie Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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