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Kevin Peter Marso

Avantax Planning Partners, Inc.

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About Kevin Peter Marso

Kevin Peter Marso is an investment advisor representative at Avantax Planning Partners, Inc. Kevin Marso is registered in Iowa. Kevin Marso is located in Humboldt, IA and has been in the industry since September 2017. Kevin Marso's current firm, Avantax Planning Partners, Inc., provides financial planning and portfolio management services for individuals, businesses, investment companies, pooled investment vehicles, and charitable organizations. Kevin Marso has been with Avantax Planning Partners, Inc. since September 2017. Kevin Marso also works for Erpelding, Voigt & Co., LLP. Kevin Marso has been working for Erpelding, Voigt & Co., LLP. since July 2013.

Firm Information

Kevin Marso 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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Kevin Marso’s Registration & Firm History

IA

09/17/2017 - Present

Avantax Planning Partners, Inc. (Humboldt IA)

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Licenses & Designations

IA

Issued 09/09/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Peter Marso.
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