Michael
Webb

Avantax Advisory Services

CRD#1903950
Investment Advisor
in Westmont, IL

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About this Advisor

Michael Webb is a financial advisor based in Westmont, Illinois with 25 years of relevant experience. Webb is an employee of Avantax Advisory Services. Over the course of their career, Webb has held roles at Michael R. Webb (Self Employed), Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC and Fiduciary Trust. Webb holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Illinois. Avantax Advisory Services is a business headquartered in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It handles $31 billion in total assets across its 123,393 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. Avantax Advisory Services has a broad array 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 fees largely depend on the type of financial services offered. Fees billed by Avantax Advisory Services most likely are comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

25 years

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

6301 S. Cass Ave. Ste 301
Westmont, IL 60559

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

IL Average: 49
Total Number of Accounts

123,393

IL Average: 2,315
Average Account Size

$250,972

IL 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 Webb Work History

Michael has been registered as a financial advisor for 25 years.*

2012 - Present (12 years)

Avantax Insurance Agency, LLC

1994 - Present (30 years)

Avantax Advisory Services

1988 - Present (36 years)

Avantax Investment Services, Inc

1980 - Present (44 years)

Michael R. Webb (Self Employed)

2012 - 2018 (6 years)

Fiduciary Trust

*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 Webb 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

Matthew Strough
Irving, TX
Mark Petracca
Mount Arlington, NJ
Michael Tedeschi
Johnstown, PA
Denissia Gordon
Dallas, TX
Jeanne Helmar
Lansdale, PA
Elisabeth Baldwin
Irving, TX
Frederick Jackson
Irving, TX
James Woodall
Coppell, TX

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.

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