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Elvis Ndahibeshe

Avantax Planning Partners, Inc.

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About Elvis Ndahibeshe

Elvis Ndahibeshe is an Investment Advisor Representative at Avantax Planning Partners, Inc., a firm with approximately $6.4 billion in regulatory assets under management. Elvis has been in the industry since 2017 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Elvis Ndahibeshe has been registered in the state of Minnesota since 2023.

Firm Information

Elvis Ndahibeshe 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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Elvis Ndahibeshe’s Registration & Firm History

IA

11/17/2023 - Present

Avantax Planning Partners, Inc. (DUBUQUE IA)

MN

10/27/2022 - 11/10/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)

MN

09/13/2021 - 08/30/2022

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

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Licenses & Designations

BOTH

Issued 01/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elvis Ndahibeshe.
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