Areas of Practice
Investment ManagementRetirement Planning
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

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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.

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Other Business Activities

Amanda is a manager at TDT CPAs and Advisors, PC, a public accounting firm with wealth management services, dedicating nearly full-time hours to this role. She also serves as a committee member at St. John's Lutheran Church, requiring minimal time, and is a manager at TDT Wealth Services LLC, spending a few hours per week on decision-making for the entity.

Employment History
Current Registrations
Avantax Planning Partners, INC.
May 2022 - Present · 3 yrs 9 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.