Susan
Leivas-Sturner

Avantax Advisory Services

CRD#2291784
Investment Advisor
in Riverside, CA

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About this Advisor

Susan Leivas-Sturner is a financial advisor who works in Riverside, California with a total of 11 years of relevant experience. Leivas-Sturner is currently employed by Avantax Advisory Services. The advisor has gained experience at Leivas, Kanouse & Associates, Leivas & Associates, Avantax Investment Services, Inc, H & R Block, Leivas Associates Inc, Dba Leivas Tax Wealth Mana, Avantax Advisory Services, Avantax Insurance Agency, LLC, Leivas Wealth Management, H&R Block and Avantax Insurance Agency, Inc. Leivas-Sturner holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Avantax Advisory Services is a company operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It controls $31 billion in total assets between its 123,393 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. Avantax Advisory Services performs a broad assortment 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 charged by financial advisors typically depend on which services are offered. Fee types charged by Avantax Advisory Services most likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Riverside, CA

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

CA Average: $3,042,739,679
Total Number of Employees

2,433

CA Average: 49
Total Number of Accounts

123,393

CA Average: 2,315
Average Account Size

$250,972

CA Average: $1,314,358

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

Susan Leivas-Sturner Work History

Susan has been registered as a financial advisor for 11 years.*

2022 - Present (2 years)

Leivas Wealth Management

2022 - Present (2 years)

H&R Block

2018 - Present (6 years)

Avantax Insurance Agency, LLC

2012 - Present (12 years)

Avantax Advisory Services

2001 - Present (23 years)

Avantax Investment Services, Inc

2018 - 2021 (3 years)

Avantax Insurance Agency, Inc

2011 - 2021 (10 years)

H & R Block

2004 - 2021 (17 years)

Leivas Associates Inc, Dba Leivas Tax Wealth Mana

1997 - 2021 (24 years)

Leivas, Kanouse & Associates

1992 - 2021 (29 years)

Leivas & Associates

*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 Susan Leivas-Sturner 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

Annie Fruge
Irving, TX
Nicholas Randone
Melville, NY
Gabriel Sandler
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Neil Nowitzke
Ann Arbor, MI

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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