Michael
Meschke

Avantax Advisory Services

CRD#5975108
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Meschke is a financial advisor working out of Atlanta, Georgia, who has 1 year of relevant experience. Meschke is an employee of Avantax Advisory Services. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC and Legacy Capital Advisors, LLC. Meschke has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Avantax Advisory Services is a financial advisory business headquartered in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 employees. It oversees $31 billion in total assets between its 123,393 client accounts, making it one of the largest firms in the nation by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad range 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 management usually depend on the services offered. Fee types billed by Avantax Advisory Services can include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

4401 Northside Pkwy Nw #900
Atlanta, GA 30327

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

GA Average: 49
Total Number of Accounts

123,393

GA Average: 2,315
Average Account Size

$250,972

GA 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

Michael Meschke Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Avantax Investment Services, Inc

2022 - Present (2 years)

Avantax Advisory Services

2022 - Present (2 years)

Avantax Insurance Agency, LLC

2022 - Present (2 years)

Legacy Capital Advisors, LLC

2019 - 2022 (3 years)

Bank Of America, N.A

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2018 (4 years)

Wells Fargo Clearing Services, LLC

2011 - 2014 (3 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2011 - 2014 (3 years)

Bank Of America, N.A

*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 Meschke 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

Nicholas Randone
Melville, NY
Joseph Averett
Fort Worth, TX
Annie Fruge
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Gabriel Sandler
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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