Avantax Advisory Services

Investment Advisor
in Ann Arbor, MI

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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

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

213 W Liberty Street Suite 110
Ann Arbor, MI 48104

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Avantax Advisory Services Brokerage Details

Total Assets Under Management


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


MI Average: 49
Total Number of Accounts


MI Average: 2,315
Average Account Size


MI 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
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gabriel Sandler Work History

Gabriel has been registered as a financial advisor for 7 years.*

2021 - Present (2 years)

Wolverine Tax And Financial LLC

2021 - Present (2 years)

Making Investing Personal

2019 - Present (4 years)

Avantax Insurance Agency, LLC

2016 - Present (7 years)

Avantax Investment Services, Inc

2016 - 2021 (5 years)

Capstone Tax & Financial Inc

2016 - 2021 (5 years)

Capstone Tax & Financial, Inc

2016 - 2021 (5 years)

Capstone Tax & Financial Inc

2014 - 2015 (1 year)

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

Steven Hansen
Pine River, MN
James Woodall
Coppell, TX
Travis Rivers
Mccordsville, IN
Elisabeth Baldwin
Irving, TX
Jeanne Helmar
Lansdale, PA
Frederick Jackson
Irving, TX
Shane Ellingson
Irving, TX
Nicholas Randone
Melville, NY

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

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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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