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Anita Kalafut

Avantax Planning Partners, Inc.

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About Anita Kalafut

Anita Kalafut is an investment advisor representative with Avantax Planning Partners, Inc. Anita is a Certified Financial Planner™ professional with over 25 years of experience in the financial services industry. Anita has been registered with the state of Minnesota since 2023 and holds Series 6, 7 and 63 licenses. Prior to joining Avantax Planning Partners, Inc., Anita was an advisor with Summit Wealth Advocates, LLC since 2019. Anita specializes in providing investment advice and financial planning services to individuals, families, and businesses.

Firm Information

Anita Kalafut is currently registered with Avantax Planning Partners, Inc.. Avantax Planning Partners, Inc. is a financial advisory firm based in DUBUQUE, IA, with over 248 investment adviser representatives and 92 registered representatives. They offer financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and have over $6.3 billion in regulatory assets under management. They primarily work with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
Avantax Planning Partners, Inc.

3390 ASBURY ROAD

DUBUQUE, IA 52002-2801

$6.38B

Assets Under Management

4

Total Clients

163

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anita Kalafut’s Registration & Firm History

IA

11/28/2023 - Present

Avantax Planning Partners, Inc. (DUBUQUE IA)

MN

09/23/2002 - 11/19/2007

WOODBURY FINANCIAL SERVICES, INC. (MAPLE GROVE MN)

GA

07/29/1998 - 09/25/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

PA

02/28/1996 - 08/04/1998

AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)

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Licenses & Designations

BC

Issued 03/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/27/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anita Kalafut.
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