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Rhonda Thill

Investment adviser representative at Avantax Planning Partners, Inc.
13 yearsExperience
1 stateRegistered in
$7.6BFirm assets
30 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Cetera Investment Advisers LLCOct 2025 to now
  2. Cetera Advisors LLCAug 2024 to now
  3. Cetera Financial Specialists LLCAug 2024 to now
  4. Cetera Investment Services LLCAug 2024 to now
  5. Cetera Wealth Services, LLCAug 2024 to now
  6. Avantax Planning Partners, Inc.Aug 2020 to now
  7. Avantax Investment ServicesAug 2023 to Sep 2025
  8. Honkamp Krueger Financial ServicesJun 2017 to Aug 2020
  9. IbmMar 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2003
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (IA).

Avantax Planning Partners, Inc.

$7.6BAssets managed
8,370Clients
8Advisers
30 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4023332
Firm CRD
106237
Advisor's SEC record (opens in a new tab)
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