Emily C. Millsap,  CFP<sup>&reg;</sup> - Financial Advisor

Emily C. Millsap, CFP®

CExP™

Senior Manager, Financial Planning

Avantax Planning Partners

3300 Asbury Rd
Dubuque, Iowa 52002
(972) 870-6422

General

Emily Millsap is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Avantax Planning Partners in Dubuque, Iowa and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 53, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CExP

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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