Michael
Darr

Avantax Planning Partners, Inc

CRD#4455259
Investment Advisor
in West Des Moines, IA

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About this Advisor

Michael Darr is a financial advisor operating out of West Des Moines, Iowa who has 24 years of industry experience. Darr is an employee of Avantax Planning Partners, Inc. Over the course of their career, they have held roles at Darr & Olson, L.C, Proequities, Avantax Planning Partners, Inc and Avantax Investment Services, Inc. Darr holds a Series 63 license, certifying them as a securities broker, and is able to advise clients in Iowa. Avantax Planning Partners, Inc is an advisory business headquartered in Dubuque, IA. The company has offices in 89 locations and a total of 239 employees. It handles $6 billion in assets under management across its 11,570 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 123 charities and foundations. Of its 11,570 customer accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets. Avantax Planning Partners, Inc has 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 depend on the financial services. However, fee types billed by Avantax Planning Partners, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

24 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

4920 Pleasant Street Suite #1
West Des Moines, IA 50266

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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

Michael Darr Work History

Michael has been registered as a financial advisor for 24 years.*

2020 - Present (4 years)

Avantax Investment Services, Inc

1999 - Present (25 years)

Avantax Planning Partners, Inc

1996 - Present (28 years)

Darr & Olson, L.C

2001 - 2020 (19 years)

Proequities

*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 Michael Darr 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

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

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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