DQ
Deanna M. Quinlin
AVANTAX PLANNING PARTNERS
Rock Island, IL
Some features on this profile are disabled
CRD#: 5658538
DQ
Professional summary
Deanna Marie Quinlin, who also goes by Deanna Quinlin, Deanna Marie Wille Ms., Deanna Marie Wille, Deanna Wille, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Rock Island, Illinois and CETERA INVESTMENT SERVICES LLC located in Dallas, Texas.
Deanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Deanna has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deanna Quinlin | Deanna Marie Wille Ms. | Deanna Marie Wille | Deanna Wille
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) HONKAMP KRUEGER FINANCIAL SERVICES POSITION: SERVICE LEADER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 130 START DATE: 01/26/2011 ADDRESS: 3390 ASBURY ROAD, DUBUQUE IA 52002 DESCRIPTION: PRESENT AND HELP ENROLLMENT OF RETIREMENT PLAN SERVICES TO CLIENTS PRESENT FEATURES OF 401K PLANS AND HELP WITH ONLINE OR PAPER ENROLLMENT. CUSTOMER SERVICE WITH EXISTING RPS CLIENTS. 2) LIFEVANTAGE CORPORATION POSITION: DIRECT SALES DISTRIBUTOR NATURE: SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 10/09/2014 ADDRESS: 9785 S. MONROE ST., SUITE 300, SANDY UT 84070 DESCRIPTION: PRESENT INFORMATION ABOUT THE PRODUCTS TO INDIVIDUALS. SELL PRODUCTS. 3) L'BRI PURE AND NATURAL POSITION: Consultant NATURE: Promoting skin care products and receiving discounts and bonuses based on sales. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2023 ADDRESS: 909 Perkins Drive, Mukwonago WI 53149, United States DESCRIPTION: Sharing products and their benefits, hosting parties, demonstrating how to use products.
CRS (Client Relationship Summary) - RIA
Click below to view Deanna Marie Quinlin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 14, 2013 - Present
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Rock Island, IL
Current
August 19, 2024 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 3200 Olympus Blvd Ste 100, Dallas, TX 75019BD
CRD#: 15340
DALLAS, TX
Current
August 19, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3200 Olympus Blvd Ste 100, Dallas, TX 75019BD
CRD#: 13572
DALLAS, TX
Current
August 19, 2024 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 3200 Olympus Blvd Ste 100, Dallas, TX 75019BD
CRD#: 10358
DALLAS, TX
Current
August 19, 2024 - Present
CETERA ADVISORS LLC
Office #1: 3200 Olympus Blvd Ste 100, Dallas, TX 75019BD
CRD#: 10299
DALLAS, TX
Past
September 30, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DUBUQUE, IA
Past
March 2, 2011 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
DUBUQUE, IA
Past
April 28, 2009 - January 26, 2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
DUBUQUE, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Illinois(10/24/2024)
RR
Illinois(9/5/2025)
RR
Iowa(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
