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Avantax Planning Partners Employee Directory

Financial ServicesIowa, United States51-200 Employees

Avantax Planning Partners has about 122 employees, all of them in North America. Banking and Business Development make up over half of the profiles with a known department. Avantax Planning Partners's workforce spans 9 departments.

Find Avantax Planning Partners employees' phone numbers or email addresses

Avantax Planning Partners Global Highlights

Location
Employees

North America
142

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  • United States Of America
    141
  • Mexico
    1

Avantax Planning Partners's Leadership

  • Executive Vice-President Chief Investment Officer at Avantax Planning Partners
    B. H.
    Executive Vice-President Chief Investment Officer
    Mobile Phone
  • Executive Vice-President Chief Investment Officer at Avantax Planning Partners
    J. W.
    Executive Vice-President Chief Investment Officer
    Mobile Phone
  • Director Of Brand And Content at Avantax Planning Partners
    C. W.
    Director Of Brand And Content
    Mobile Phone
  • Director at Avantax Planning Partners
    N. M.
    Director
    Mobile Phone
  • Principal at Avantax Planning Partners
    R. P.
    Principal
    Mobile Phone
  • Senior Financial Planner at Avantax Planning Partners
    S. C.
    Senior Financial Planner
    Mobile Phone
  • Financial Planning Consultant at Avantax Planning Partners
    D. M.
    Financial Planning Consultant
    Mobile Phone
  • Avantax Retirement Plan Services Enrollment Specialist at Avantax Planning Partners
    D. Q.
    Avantax Retirement Plan Services Enrollment Specialist
    Mobile Phone

Avantax Planning Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Finance
  • Legal
  • Community & Social Services
  • Other

Banking is the largest department at 61% of profiles with a known department, followed by Business Development (10%) and Finance (10%).

Contact profiles from Avantax Planning Partners

Name
Title
Contact
Location
Last Update
  • Executive Vice-President Chief Investment Officer at Avantax Planning Partners
    B. H.
    Executive Vice-President Chief Investment Officer
    Mobile Phone
    Oct 16, 2024
  • Executive Vice-President Chief Investment Officer at Avantax Planning Partners
    J. W.
    Executive Vice-President Chief Investment Officer
    Mobile Phone
    Oct 21, 2024
  • Director Of Brand And Content at Avantax Planning Partners
    C. W.
    Director Of Brand And Content
    Mobile Phone
    Aug 27, 2026
  • Director at Avantax Planning Partners
    N. M.
    Director
    Mobile Phone
    Hong Kong, Hong Kong
    Jul 21, 2026
  • Principal at Avantax Planning Partners
    R. P.
    Principal
    Mobile Phone
    Oct 18, 2024
  • Senior Financial Planner at Avantax Planning Partners
    S. C.
    Senior Financial Planner
    Mobile Phone
    Oct 16, 2024
  • Financial Planning Consultant at Avantax Planning Partners
    D. M.
    Financial Planning Consultant
    Mobile Phone
    Sep 11, 2025
  • Avantax Retirement Plan Services Enrollment Specialist at Avantax Planning Partners
    D. Q.
    Avantax Retirement Plan Services Enrollment Specialist
    Mobile Phone
    Oct 17, 2025
  • Financial Planning Consultant at Avantax Planning Partners
    N. R.
    Financial Planning Consultant
    Mobile Phone
    Oct 01, 2026
  • Financial Planning Consultant at Avantax Planning Partners
    E. N.
    Financial Planning Consultant
    Mobile Phone
    Sep 15, 2026

Frequently Asked Questions

What are the largest departments at Avantax Planning Partners?

Minus sign iconPlus sign iconBanking is the largest department at 61% of profiles with a known department, followed by Business Development (10%) and Finance (10%). Avantax Planning Partners's workforce spans 9 departments.

How many employees does Avantax Planning Partners have currently?

Minus sign iconPlus sign iconAvantax Planning Partners has approximately 122 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Avantax Planning Partners's key employees and leadership?

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As of October 2026, Avantax Planning Partners's key employees include:

  • Executive Vice-President Chief Investment Officer: B. H.
  • Executive Vice-President Chief Investment Officer: J. W.
  • Director Of Brand And Content: C. W.
  • Director: N. M.
  • Principal: R. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Avantax Planning Partners's most common email format?

Minus sign iconPlus sign iconAvantax Planning Partners employees' email format typically follows the pattern of First.Last@avantax.com. Trying to find reliable and up-to-date employee contact data? Find more Avantax Planning Partners email formats with LeadIQ.

What is Avantax Planning Partners known for?

Minus sign iconPlus sign iconAvantax Planning Partners operates in the Financial Services industry. You can contact Avantax Planning Partners's main corporate office by phone at
+1-563-582-****
. Explore Avantax Planning Partners's company overview page for more information.

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