Scott
Walloch

Avantax Planning Partners, Inc

CRD#5571168
Investment Advisor
in Indianapolis, IN

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About this Advisor

Scott Walloch is a financial advisor based in Indianapolis, Indiana, working with Avantax Planning Partners, Inc. Scott has previously held positions at Avantax Planning Partners, Inc and Mariner Wealth Advisors. Scott is registered to provide services in Indiana. Currently, Scott is part of Avantax Planning Partners, Inc, which operates out of Indianapolis, Indiana. 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

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8604 Allisonville Road, Suite 390
Indianapolis, IN 46250

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Avantax Planning Partners, Inc Brokerage Details

Total Assets Under Management

$6,377,152,299

IN Average: $9,259,360,772
Total Number of Employees

248

IN Average: 166
Total Number of Accounts

12,286

IN Average: 7,189
Average Account Size

$519,058

IN Average: $1,287,990

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

Scott Walloch Work History

2024 - Present (0 year)

Mariner Wealth Advisors

2012 - Present (12 years)

Avantax Planning Partners, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scott Walloch 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

Joseph Clagg
Indianapolis, IN
Steven Broihahn
Madison, WI
Terry Brown
Dubuque, IA
Zach Van Sambeek
Dubuque, IA
Devon Hochstetter
Rapid City, SD
Jena Reinheimer
Mars, PA
Jonathan Davis
Dubuque, IA
Jason Ernst
Bismarck, ND

The content in this profile was updated by SmartAsset on 6/19/2024. 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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