Bernard
Baran
Avantax Advisory Services
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About this Advisor
Bernard Baran is a financial advisor operating out of Jacksonville, Florida with a total of 3 years of industry experience. Baran is currently employed by Avantax Advisory Services. During their career, the advisor has held roles at Stillwater Wealth Management, Retired, Maple Leaf Nutrition LLC, Avantax Investment Services, Inc, Avantax Advisory Services and Stillwater Wealth Management, Inc. Baran has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Avantax Advisory Services is an advisory firm headquartered in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It controls $31 billion in assets among its 123,393 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth clients who have more than $1 million in investable assets. Avantax Advisory Services has 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 advisory services usually vary depending on which services are offered. However, fees billed by Avantax Advisory Services most likely consist of some blend 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
Bernard Baran Work History
Bernard has been registered as a financial advisor for 3 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Stillwater Wealth Management, Inc
Stillwater Wealth Management
Retired
Maple Leaf Nutrition LLC
*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 Bernard Baran 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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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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