Neil
Nowitzke

Avantax Advisory Services

CRD#6226808
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Neil Nowitzke is a financial advisor based out of Ann Arbor, Michigan. Nowitzke is an advisor for Avantax Advisory Services. The advisor has gained experience at Eastern Michigan University, Hantz Financial Services, Inc, Wolverine Tax And Financial LLC and Avantax Advisory Services. Nowitzke maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Michigan. Avantax Advisory Services is an advisory firm that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 employees. It handles $31 billion in total assets across its 123,393 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. Avantax Advisory Services has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically are based on which services are offered. Fees billed by Avantax Advisory Services can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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 St Suite 110
Ann Arbor, MI 48104

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

MI Average: 49
Total Number of Accounts

123,393

MI Average: 2,315
Average Account Size

$250,972

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

Neil Nowitzke Work History

Neil has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Avantax Advisory Services

2022 - Present (2 years)

Wolverine Tax And Financial LLC

2022 - 2023 (1 year)

Wolverine Tax And Financial LLC

2013 - 2013 (< 1 year)

Eastern Michigan University

2013 - 2022 (9 years)

Hantz Financial Services, Inc

*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 Neil Nowitzke 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

Michael Tedeschi
Johnstown, PA
Matthew Strough
Irving, TX
Mark Stack
Buffalo, NY
Brian Harder
Coppell, TX
Jeanne Helmar
Lansdale, PA
Pamela Justus
Milwaukee, WI
San Cheong
Lake Forest, CA
James Woodall
Coppell, 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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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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