Nicole
Boren
Avantax Planning Partners, Inc
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About this Advisor
Nicole Boren is a financial advisor operating in Mount Vernon, Indiana, who has 4 years of industry experience. Boren works at Avantax Planning Partners, Inc. Their career trajectory has included roles at Jjb Hilliard Wl Lyons LLC, J.J.B. Hilliard Wl Lyons, Proequities, Inc, Avantax Planning Partners, Inc, Avantax Investment Services, Inc and Avantax Planning Partners. Boren maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Avantax Planning Partners, Inc is a financial advisory business operating out of Dubuque, IA. It has offices in 89 locations and a total of 239 employees. It handles $6 billion in assets among its 11,570 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 123 charities and foundations. Of its 11,570 accounts, just 11% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Avantax Planning Partners, Inc has a wide set 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 fee schedules usually depend on which services the firm provides the client. However, fee types billed by Avantax Planning Partners, Inc can include 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
Nicole Boren Work History
Nicole has been registered as a financial advisor for 4 years.*
Avantax Investment Services, Inc
Avantax Planning Partners
Proequities, Inc
Avantax Planning Partners, Inc
J.J.B. Hilliard Wl Lyons
Jjb Hilliard Wl Lyons LLC
*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 Nicole Boren 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
Dubuque, IA
Madison, WI
Bismarck, ND
Dubuque, IA
Indianapolis, IN
Mount Vernon, IN
Dubuque, IA
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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