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ria

Avantax Planning Partners

DUBUQUE, IA

CRD: 106237

In network coverage since August 18, 2026 · 6 stories

$7.6BRegulatory AUMSEC Form ADV · Oct 17

261EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Apr 27, 26Deal announcedCetera Financial Group · The Retirement Planning Group · Cetera Planning Partners · $19B

Network coverage

Features

Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise

Kestra, Envestnet PMC, Mariner Wealth and Cetera Planning Partners also recorded same-day advisor moves.

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

move · Aug 18Cetera's fifth channel puts every independence option under one roof

move · Aug 18Cetera unites Avantax, TRPG under one $19B RIA

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