ria
Avantax Planning Partners
DUBUQUE, IA
CRD: 106237
In PWD coverage since August 18, 2026 · 2 stories
$7.6BRegulatory AUMSEC Form ADV · Aug 21
261EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · Cetera Planning Partners · The Retirement Planning Group · $19B
PWD coverage
move
Cetera's fifth channel puts every independence option under one roof
Jen Hanau will lead the fifth channel, covering everything from W-2 employment to full RIA ownership. Cetera hasn't published the economics.