Avantax Advisory Services
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About this Advisor
Gabriel Sandler is a financial advisor based out of Ann Arbor, Michigan, with a total of 7 years of relevant experience. Sandler currently works for Avantax Advisory Services. Over the course of their career, they have held roles at Sigma Financial Corporation, Avantax Investment Services, Inc, Capstone Tax & Financial Inc, Capstone Tax & Financial, Inc, Avantax Insurance Agency, LLC, Wolverine Tax And Financial LLC and Making Investing Personal. Sandler has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Avantax Advisory Services is an advisory company that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in total assets among its 123,393 accounts, making it one of the biggest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Avantax Advisory Services performs a diverse array 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 largely vary depending on which service is offered. However, fees billed by Avantax Advisory Services can consist of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
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
Gabriel Sandler Work History
Gabriel has been registered as a financial advisor for 7 years.*
Wolverine Tax And Financial LLC
Making Investing Personal
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Capstone Tax & Financial Inc
Capstone Tax & Financial, Inc
Capstone Tax & Financial Inc
Sigma Financial Corporation
*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.
Please visit the SEC profile of Gabriel Sandler 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
Pine River, MN
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