Kendra
Peterson
Avantax Advisory Services
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About this Advisor
Kendra Peterson is a financial advisor operating out of Willmar, Minnesota with a total of 1 year of industry experience. Peterson is an advisor for Avantax Advisory Services. During their career, Peterson has held roles at Pruco Securities, LLC, Menards, Minnesota State University, Mankato, Impact Innovations, Ymca, Jimmy John'S, North Dakota State University, The Prudential Insurance Company Of America, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Maccray Public Schools, Taatjes Financial Group and Avantax Advisory Services. Peterson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Avantax Advisory Services is an advisory firm headquartered in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It handles $31 billion in assets under management between its 123,393 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets. The firm has a wide assortment 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 fees typically are based on which services the firm provides the client. However, fee types billed by Avantax Advisory Services most likely include 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
Kendra Peterson Work History
Kendra has been registered as a financial advisor for 1 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
Taatjes Financial Group
Maccray Public Schools
The Prudential Insurance Company Of America
Pruco Securities, LLC
Menards
Minnesota State University, Mankato
Ymca
Jimmy John'S
North Dakota State University
Impact Innovations
Minnesota State University, Mankato
*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 Kendra Peterson 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
Fullerton, CA
Pine River, MN
Irving, TX
Irving, TX
Lansdale, PA
Duluth, GA
Gadsden, AL
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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