Adam J Rang

CFP

Avantax Planning Partners, INC.

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Avantax Planning Partners, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

265 advisors

Number of Clients

8,371 clients

Average Client Portfolio

$828K average

Assets Under Management

$6.9B

Fee Structure

Location

3390 Asbury Road, Dubuque, IA, 52002-2801

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adam owns AJR Photos LLC, a sports photography company, since 2020. This activity is not investment-related and requires minimal time.

Employment History

Current Registrations

Cetera Wealth Services, LLCBroker

September 2025 - Present · 5 mos

Avantax Planning Partners, INC.

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Avantax Investment Services, INC.Broker

October 2024 - September 2025 · 11 mos

Weitzel Financial Services, INC.

March 2022 - June 2022 · 3 mos

State Registrations2 states

IATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.