Reagan
Rosalez
Avantax Planning Partners, Inc
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About this Advisor
Reagan Rosalez is a financial advisor based in Dubuque, Iowa, working with Avantax Planning Partners, Inc. Reagan has previously held positions at Avantax Planning Partners, Round Two, The Cove Bar & Grill, Crawford And Company, University Of Iowa, Western Dubuque High School, Coconut Cove, and North Dodge Athletic Club. Reagan has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Iowa. Currently, Reagan is part of Avantax Planning Partners, Inc, which operates out of Dubuque, Iowa. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
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
Reagan Rosalez Work History
Avantax Planning Partners
Round Two
The Cove Bar & Grill
Crawford And Company
Coconut Cove
North Dodge Athletic Club
University Of Iowa
Western Dubuque High School
Disclosures
Please visit the SEC profile of Reagan Rosalez 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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