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Thad Anthony Lichter

Avantax Planning Partners, Inc.

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About Thad Anthony Lichter

Thad Anthony Lichter is a financial advisor who has been working in the industry since September 2009. Thad has a Series 6, Series 63, and Series 65 license. Thad Lichter is an investment advisor representative for Avantax Planning Partners, Inc. Thad Lichter is a partner in ERPELDING, VOIGT & CO. LLP, where Thad provides tax preparation, review and planning, accounting and payroll services.

Firm Information

Thad Lichter 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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Thad Lichter’s Registration & Firm History

IA

11/04/2009 - Present

Avantax Planning Partners, Inc. (ALGONA IA)

IA

09/02/2009 - 09/30/2020

PROEQUITIES, INC. (ALGONA IA)

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Licenses & Designations

IA

Issued 10/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thad Anthony Lichter.
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