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Rebecca Botzet

Avantax Planning Partners, Inc.

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About Rebecca Botzet

Rebecca Botzet is a financial advisor with Avantax Planning Partners, Inc. located in Long Lake, MN. Rebecca has over 20 years of experience in the financial services industry. Rebecca is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 securities licenses. Rebecca specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.

Firm Information

Rebecca Botzet 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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Rebecca Botzet’s Registration & Firm History

IA

11/30/2023 - Present

Avantax Planning Partners, Inc. (DUBUQUE IA)

MN

02/16/2012 - 07/13/2012

H. BECK, INC. (ST. LOUIS PARK MN)

MN

05/16/2005 - 10/14/2009

NFP SECURITIES, INC. (EDINA MN)

MN

07/16/2004 - 04/18/2005

RMJB, INC. (BLOOMINGTON MN)

MN

05/03/2002 - 11/17/2003

STANTON INVESTMENT SERVICES, INC. (PLYMOUTH MN)

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Licenses & Designations

BC

Issued 02/28/2012

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Botzet.
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