Anette
Schol-Bermel
Avantax Advisory Services
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About this Advisor
Anette Schol-Bermel is a financial advisor based out of Coppell, Texas with 3 years of relevant experience. Schol-Bermel is an advisor for Avantax Advisory Services. Schol-Bermel has gained experience at First Command Insurance Services, Inc, Artivest, First Command Advisory Services, Inc, First Command Brokerage Services, Inc, Altegris Investments, LLC, Fsc Securities Corporation, Sagepoint Financial, Inc, Raymond James Financial Services, Inc, Avantax Investment Services, Inc, Shutterman Financial Services, Professional Financial Services, Siegel Financial, Safeguard Investment Advisory Group, Raymond James Financial Services Advisors, Inc, Avantax Insurance Agency, LLC and Avantax Advisory Services. Schol-Bermel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Avantax Advisory Services is an advisory business based in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It administers $31 billion in assets between its 123,393 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management depend on the type of services. Fee types billed by Avantax Advisory Services likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Anette Schol-Bermel Work History
Anette has been registered as a financial advisor for 3 years.*
Avantax Investment Services, Inc
Professional Financial Services
Avantax Insurance Agency, LLC
Avantax Advisory Services
First Command Insurance Services, Inc
Artivest
First Command Advisory Services, Inc
First Command Brokerage Services, Inc
Altegris Investments, LLC
Fsc Securities Corporation
Safeguard Investment Advisory Group
Sagepoint Financial, Inc
Shutterman Financial Services
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Siegel Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anette Schol-Bermel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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