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Deidre Nicole Budahl

Avantax Planning Partners, Inc.

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About Deidre Nicole Budahl

Deidre Nicole Budahl is an Investment Advisor Representative at Avantax Planning Partners, Inc., a firm headquartered in Dubuque, IA. Deidre has been a registered Investment Advisor Representative in South Dakota since January 2016. Deidre specializes in a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Deidre also has a strong background in accounting and is a partner at Casey Peterson, Ltd., a regional CPA firm. Deidre is committed to providing her clients with comprehensive and personalized financial advice to help them reach their financial goals.

Firm Information

Deidre Budahl 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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Deidre Budahl’s Registration & Firm History

SD

01/05/2016 - Present

Avantax Planning Partners, Inc. (Rapid City SD)

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Licenses & Designations

IA

Issued 12/21/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deidre Nicole Budahl.
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