Deidre
Budahl
Avantax Planning Partners, Inc
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About this Advisor
Deidre Budahl is a financial advisor operating out of Rapid City, South Dakota with a total of 7 years of industry experience. Budahl is an employee of Avantax Planning Partners, Inc. They have been employed by Avantax Planning Partners, Inc for the entirety of their career. Budahl maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in South Dakota. Avantax Planning Partners, Inc is a financial advisory business headquartered in Dubuque, IA. The company has offices in 89 locations and a total of 239 people on staff. It handles $6 billion in assets under management among its 11,570 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 123 charitable organizations. Of its 11,570 accounts, just 11% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers 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. Fees charged by financial advisors usually depend on the type of financial services provided. Fee types billed by Avantax Planning Partners, Inc likely consist of some combination 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
Deidre Budahl Work History
Deidre has been registered as a financial advisor for 7 years.*
Casey Peterson & Associates, LTD
*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 Deidre Budahl 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
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Dubuque, IA
Indianapolis, IN
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Madison, WI
Bismarck, ND
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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