Search → AVANTAX PLANNING PARTNERS INC
DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
AVANTAX PLANNING PARTNERS INC
NON-RESIDENT PRODUCER AGENCY
License Number:
AGN455375
Status:
First Licensure:
06/27/2023
Cancel Date:
None
Renewal Date:
04/01/2027
Street Location:
3390 ASBURY RD
DUBUQUE, IA 52002-2801
DUBUQUE, IA 52002-2801
Mailing:
3390 ASBURY RD
DUBUQUE, IA 52002-2801
DUBUQUE, IA 52002-2801
Phone:
+1 (563) 582-2855
Fax:
+1 (563) 582-1040
Email:
licensing@avantax.com
| License Type | Start Date | End Date |
|---|---|---|
| NON-RESIDENT PRODUCER AGENCY | 06/27/2023 | 04/01/2027 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY |
07/06/2023 | LHF777 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| JASON ALLEN |
06/27/2023 | PRN412914 | ||
| DAVID KING |
06/04/2024 | PRN485790 |
Branch Office
None.
Supervised Entity
None.
| Name | License Number |
|---|---|
| JASON ALLEN | PRN412914 |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN):
2109422
An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.
Date: 06/19/2025 08:25:50 PM
