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Melanie Dawn Jobgen

Avantax Planning Partners, Inc.

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About Melanie Dawn Jobgen

Melanie Dawn Jobgen is a registered Investment Advisor Representative with Avantax Planning Partners, Inc. Melanie Dawn Jobgen is also an Accountant Manager with Casey Peterson, Ltd. Melanie Dawn Jobgen has been with the CPA firm since 10/2007. Melanie Dawn Jobgen provides services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of Melanie Dawn Jobgen's work is during securities trading hours. Melanie Dawn Jobgen's employment is not securities-related or investment-related. Melanie Dawn Jobgen is registered with the state of South Dakota.

Firm Information

Melanie Jobgen 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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Melanie Jobgen’s Registration & Firm History

SD

08/27/2018 - Present

Avantax Planning Partners, Inc. (Rapid City SD)

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Licenses & Designations

IA

Issued 08/18/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melanie Dawn Jobgen.
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