Dale
Costello
Avantax Advisory Services
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About this Advisor
Dale Costello is a certified financial planner operating out of Park Ridge, Illinois with a total of 3 years of industry experience. Costello works at Avantax Advisory Services. Their career trajectory has included roles at Firstmerit Advisors, Inc, Firstmerit Financial Services, Inc, Lpl Financial LLC, Pnc Investmetns, Cetera Investment Services LLC, Cetera Investment Advisers, LLC, Cetera Financial Specialists, LLC, Ad Banker & Company, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, R2 Fiscal Solutions, LLC, Rozovics Group Llp, Ad Banker And Company, Rozovics Wealth Management and D.C. Cutter. Costello maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Avantax Advisory Services is an advisory business operating out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in assets between its 123,393 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth individuals who have at least $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. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types billed by Avantax Advisory Services may include any combination 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
Dale Costello Work History
Dale has been registered as a financial advisor for 3 years.*
D.C. Cutter
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Rozovics Wealth Management
R2 Fiscal Solutions, LLC
Rozovics Group Llp
Ad Banker & Company
Ad Banker And Company
Cetera Financial Specialists, LLC
Cetera Investment Advisers, LLC
Cetera Investment Services LLC
Cetera Investment Advisers, LLC
Pnc Investmetns
Lpl Financial LLC
Firstmerit Advisors, Inc
Firstmerit Financial Services, Inc
*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 Dale Costello 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
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Irving, TX
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Gadsden, AL
Dallas, TX
Irving, TX
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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.
