Susan
Thompson
Avantax Planning Partners, Inc
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About this Advisor
Susan Thompson is a financial advisor based in Tampa, Florida, working with Avantax Planning Partners, Inc. Susan has previously held positions at Christopher Smith Leonard Bristow Stannel Wells Pa, Hk Financial Services, Inc, and Peninsula Asset Management Inc. Susan has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Susan is part of Avantax Planning Partners, Inc, which operates out of Tampa, Florida. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
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
Susan Thompson Work History
Hk Financial Services, Inc
Christopher Smith Leonard Bristow Stannel Wells Pa
Peninsula Asset Management Inc
Disclosures
Please visit the SEC profile of Susan Thompson 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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Humboldt, IA
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