Janice
Towne

Avantax Advisory Services

CRD#2785744
Investment Advisor
in Fairfield, IA

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About this Advisor

Janice Towne is a financial advisor based in Fairfield, Iowa, working with Avantax Advisory Services. Janice has previously held positions at Janice S. Towne, Insurance, Avantax Investment Services, Inc, Avantax Advisory Services, Riverview Financial Group, Pc, Avantax Insurance Agency, LLC, Hotel Manning Preservation Group, Henry County Health Center Foundation, Fixed And Equity Indexed Annuities, and Rental Property. Janice has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Janice is part of Avantax Advisory Services, which operates out of Fairfield, Iowa. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. 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, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2109 West Jefferson Ave.
Fairfield, IA 52556

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

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

2,478

IA Average: 49
Total Number of Accounts

131,534

IA Average: 2,315
Average Account Size

$316,996

IA 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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Janice Towne Work History

2023 - Present (1 year)

Henry County Health Center Foundation

2023 - Present (1 year)

Fixed And Equity Indexed Annuities

2023 - Present (1 year)

Henry County Health Center Foundation

2023 - Present (1 year)

Fixed And Equity Indexed Annuities

2018 - Present (6 years)

Hotel Manning Preservation Group

2017 - Present (7 years)

Avantax Insurance Agency, LLC

2014 - Present (10 years)

Rental Property

2009 - Present (15 years)

Riverview Financial Group,Pc

2000 - Present (24 years)

Avantax Advisory Services

1999 - Present (25 years)

Avantax Investment Services, Inc

1997 - Present (27 years)

Insurance

1978 - Present (46 years)

Janice S. Towne

Disclosures

Please visit the SEC profile of Janice Towne 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

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

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