Nicholas
Bishop
Avantax Advisory Services
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About this Advisor
Nicholas Bishop is a financial advisor working in Dubuque, Iowa with 2 years of relevant experience. Bishop is an employee of Avantax Advisory Services. Their career trajectory has included roles at Heartland Financial, Loras College, Ruffulo Cody, American Trust & Savings Bank, Atfinancial Advisors, Atcapital Management, Hk Financial Services, Inc, Cottingham & Butler Insurance Agency, Avantax Planning Partners and Avantax Advisory Services. Bishop maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Iowa. Avantax Advisory Services is a business that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It controls $31 billion in assets among its 123,393 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by Avantax Advisory Services may include any blend 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
Nicholas Bishop Work History
Nicholas has been registered as a financial advisor for 2 years.*
Avantax Planning Partners
Avantax Advisory Services
Hk Financial Services, Inc
Cottingham & Butler Insurance Agency
Atcapital Management
American Trust & Savings Bank
Atfinancial Advisors
Ruffulo Cody
Heartland Financial
Loras College
*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 Nicholas Bishop 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
Wilmington, DE
Ann Arbor, MI
Mccordsville, IN
Gadsden, AL
Lansdale, PA
Irving, TX
Irving, TX
Irving, 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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