Matthew
Fries
Avantax Advisory Services
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About this Advisor
Matthew Fries is a financial advisor based in Saint Cloud, Minnesota, working with Avantax Advisory Services. Matthew has previously held positions at Allianz Life Insurance Company Of North America, Questar Capital Corporation, Questar Asset Management, Cetera Financial Specialists LLC, Cetera Advisors Networks LLC, Cetera Advisors LLC, Cetera Investment Services LLC, Girard Securities, Inc, Investors Capital Corp, First Allied Securities, Inc, Legend Equities Corporation, Summit Brokerage Services, Inc, Vsr Financial Services, Inc, Cetera Investment Advisers LLC, Avantax Investment Services, Avantax Advisory Services, and Avantax Planning Partners. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Matthew is part of Avantax Advisory Services, which operates out of Saint Cloud, Minnesota. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Educational seminars/workshops
- Other
Matthew Fries Work History
Avantax Investment Services
Avantax Advisory Services
Avantax Planning Partners
Cetera Investment Advisers LLC
Summit Brokerage Services, Inc
Cetera Financial Specialists LLC
Cetera Advisors Networks LLC
Cetera Advisors LLC
Cetera Investment Services LLC
Girard Securities, Inc
Investors Capital Corp
First Allied Securities, Inc
Legend Equities Corporation
Vsr Financial Services, Inc
Allianz Life Insurance Company Of North America
Questar Capital Corporation
Questar Asset Management
Disclosures
Please visit the SEC profile of Matthew Fries 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
Coppell, TX
Ocean City, MD
Coppell, TX
Midland, TX
Champlin, MN
Coppell, TX
Makawao, HI
Lomita, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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