Zach
Van Sambeek
Avantax Planning Partners, Inc
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About this Advisor
Zach Van Sambeek is a financial advisor based in Dubuque, Iowa, working with Avantax Planning Partners, Inc. Zach has previously held positions at Casey Peterson, LTD, Avantax Planning Partners, Inc, Adecco Staffing, Black Hills State University, and Cp Financial Services, Llp. Zach is registered to provide services in South Dakota. Currently, Zach 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
Zach Van Sambeek Work History
Avantax Planning Partners, Inc
Cp Financial Services, Llp
Casey Peterson, LTD
Casey Peterson, LTD
Adecco Staffing
Black Hills State University
Disclosures
Please visit the SEC profile of Zach Van Sambeek 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
Dubuque, IA
Rapid City, SD
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Mars, PA
Indianapolis, IN
Dubuque, IA
Madison, WI
Chicago, IL
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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.
