linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Elizabeth Penning

Avantax Planning Partners, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Elizabeth Penning

Jennifer Elizabeth Penning is an investment advisor representative at Avantax Planning Partners, Inc. Jennifer is registered with the state of Iowa. She has been a senior accountant for Erpelding, Voigt & Co., LLP in Algona, IA since October 2020. Jennifer also works as an investment advisor representative for Avantax Planning Partners, Inc. in Algona, IA since November 2022. Jennifer has been involved in providing tax preparation, business planning, financial reporting services, and personal financial planning for many years. Jennifer has also worked as an investment advisor representative for Hogan-Hansen, PC in Mason City, IA since January 2013. Jennifer provides a range of financial services to individuals and businesses, including investment advice, tax planning, and wealth management.

Firm Information

Jennifer Penning 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Penning’s Registration & Firm History

IA

01/07/2023 - Present

Avantax Planning Partners, Inc. (Algona IA)

Not sure if Jennifer Elizabeth Penning is right for you?

Licenses & Designations

IA

Issued 01/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Elizabeth Penning.
Not sure if Jennifer Elizabeth Penning is right for you?