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Details for AVANTAX PLANNING PARTNERS, INC.

Organization Details
Name
AVANTAX PLANNING PARTNERS, INC. 
Address
3390 ASBURY ROAD DUBUQUE, IA 52002 
Business Phone
(563) 582-2855 
Internet
 
Email
licensing@avantax.com  
Status
Active 
Issue Date
May 15, 2015 
Service of Process

,
License Status Expires Number
Non-Resident Producer Org. Active May 31, 2023 528282
Accident and Hlth or Sickness Active Issued: Aug 09, 2018
Life Active Issued: May 15, 2015
Accident & Health Inactive Issued: May 15, 2015

Please Note

Although the agency title producer has an active license, the agency is not authorized to do title insurance business at this time, because the agency is not currently affiliated with a title insurance company.

Agents City State License Number Active Date
JORGENSEN MICHAEL J URBANDALE IA 838079 Apr 16, 2021
JORGENSEN MICHAEL J URBANDALE IA 838079 May 18, 2021
Company Affiliations City State Type Active Date
LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GREENSBORO NC Life Jan 25, 2018
LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GREENSBORO NC Accident and Hlth or Sickness Aug 09, 2018
Alias Name Status
HONKAMP KRUEGER FINANCIAL SERVICES Active