Michael
Prizer
Avantax Advisory Services
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About this Advisor
Michael Prizer is a financial advisor based out of Garden Grove, California with 26 years of relevant experience. Prizer is currently employed by Avantax Advisory Services. Prizer has gained experience at Avantax Insurance Agency, LLC, Avantax Advisory Services and Avantax Investment Services, Inc. Prizer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Avantax Advisory Services is a registered investment firm operating out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 people on staff. It manages $31 billion in assets between its 123,393 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services has a number of services, including 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 typically vary depending on which service is provided. Fee types billed by Avantax Advisory Services likely are comprised 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
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$30,968,246,116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,433
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123,393
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$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
Michael Prizer Work History
Michael has been registered as a financial advisor for 26 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
*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 Michael Prizer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Irving, TX
Ann Arbor, MI
Irving, TX
Irving, TX
Lansdale, PA
Gadsden, AL
Ann Arbor, MI
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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