Christopher
Morris
Avantax Planning Partners, Inc
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About this Advisor
Christopher Morris is a certified financial planner who works out of Sarasota, Florida who has 2 years of relevant experience. Morris is currently employed by Avantax Planning Partners, Inc. Over the course of their career, they have held roles at Hbk Cpas And Consultants, Purshe Kaplan Sterling Investments, Hbks Wealth Advisors, Avantax Planning Partners, Inc, Cs&L Cpas and Avantax Investment Services, Inc. Morris holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Avantax Planning Partners, Inc is a registered investment company that has its headquarters in Dubuque, IA. The company has offices in 89 locations and a total of 239 financial advisors. It has $6 billion in total assets across its 11,570 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 123 charitable organizations. Of its 11,570 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Avantax Planning Partners, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually are based on the financial services. Fee types charged by Avantax Planning Partners, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christopher Morris Work History
Christopher has been registered as a financial advisor for 2 years.*
Avantax Planning Partners, Inc
Avantax Investment Services, Inc
Avantax Planning Partners, Inc
Cs&L Cpas
Purshe Kaplan Sterling Investments
Hbks Wealth Advisors
Hbk Cpas And Consultants
*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 Christopher Morris 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 Planning Partners, Inc
Dubuque, IA
Madison, WI
Dubuque, IA
Mount Vernon, IN
Dubuque, IA
Dubuque, IA
Bismarck, ND
Indianapolis, IN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
