Nicole
Myer
Avantax Planning Partners, Inc
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About this Advisor
Nicole Myer is a financial advisor based out of Algona, Iowa who has 6 years of industry experience. Myer is currently employed by Avantax Planning Partners, Inc. They have spent all of their time as a financial advisor at Avantax Planning Partners, Inc. Myer has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Iowa. Avantax Planning Partners, Inc is an advisory company based out of Dubuque, IA. The investment advisory business has offices in 89 locations and a total of 239 employees. It manages $6 billion in assets under management among its 11,570 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 11,570 accounts, just 11% are held by high-net-worth investors who have at least $1 million in investable assets. The firm has a broad array 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. A financial advisor's fees usually are based on which services are offered. Fee types billed by Avantax Planning Partners, Inc most likely consist of any blend of 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 Myer Work History
Nicole has been registered as a financial advisor for 6 years.*
Erpelding Voigt & Co., Llp
*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 Myer 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
Indianapolis, IN
Dubuque, IA
Madison, WI
Dubuque, IA
Bismarck, ND
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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