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David Richard Peirce

Avantax Planning Partners, Inc.

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About David Richard Peirce

David Peirce is an investment advisor representative with Avantax Planning Partners, Inc. located in DUBUQUE, IA. David is a licensed investment advisor in Iowa. David has been a partner at Denman CPA LLP since October 2015. David has been an investment advisor representative with Avantax Planning Partners, Inc. since May 2024. David received the Uniform Investment Adviser Law Examination on August 12, 2024. David Peirce, CPA P.C. is an investment advisor representative for Avantax Planning Partners, Inc. and works with a variety of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. David offers a range of financial planning and investment management services, including retirement planning, college savings, estate planning, and tax planning.

Firm Information

David Peirce 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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David Peirce’s Registration & Firm History

IA

08/12/2024 - Present

Avantax Planning Partners, Inc. (DUBUQUE IA)

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Licenses & Designations

IA

Issued 08/12/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Richard Peirce.
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