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Private Wealth Daily
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Avantax Planning Partners

DUBUQUE, IA
CRD: 106237
In network coverage since August 18, 2026 · 6 stories
$7.6BRegulatory AUMSEC Form ADV · Oct 24
261EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
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
Recruiting & transitions · Aug 18Cetera's fifth channel puts every independence option under one roof
Recruiting & transitions · Aug 18Cetera unites Avantax, TRPG under one $19B RIA
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