Terry
Brown
Avantax Planning Partners, Inc
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About this Advisor
Terry Brown is a financial advisor who works out of Dubuque, Iowa with a total of 1 year of relevant experience. Brown is an employee of Avantax Planning Partners, Inc. During their career, Brown has held roles at Charles Schwab & Co., Inc, Lumarc Solutions, Domino'S Pizza, Oak Hurst Golf Course, Vector Marketing, Buffalo Wild Wings, Spokane Community College, Hungry Howies Pizza, Thurston Springer, Avantax Planning Partners and Avantax Investment Servies, Inc. Brown holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Indiana. Avantax Planning Partners, Inc is a business that has its headquarters in Dubuque, IA. The firm has offices in 89 locations and a total of 239 employees. It administers $6 billion in total assets between its 11,570 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 123 charities and foundations. Of its 11,570 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Avantax Planning Partners, Inc offers a wide assortment 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 management fees typically are based on which services are offered. However, fee types charged by Avantax Planning Partners, Inc likely consist of any 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
Terry Brown Work History
Terry has been registered as a financial advisor for 1 years.*
Avantax Planning Partners
Avantax Investment Servies, Inc
Thurston Springer
Charles Schwab & Co., Inc
Lumarc Solutions
Spokane Community College
Domino'S Pizza
Oak Hurst Golf Course
Vector Marketing
Hungry Howies Pizza
Buffalo Wild Wings
*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 Terry Brown 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
Indianapolis, IN
Bismarck, ND
Mount Vernon, IN
Dubuque, IA
Dubuque, IA
Madison, WI
Dubuque, IA
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.
