Kristen
Gabelt
Avantax Advisory Services
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About this Advisor
Kristen Gabelt is a financial advisor based in Huntersville, North Carolina, working with Avantax Advisory Services. Kristen has previously held positions at Federated Securities Corp, L. J. Aviation, Robert Morris University, Bny Mellon, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Investment Counseling, Lpl Financial, LLC, Ifg Advisory, LLC, Carolina Planning Consultants, Llp, Southern Rooted Gardens, N/L Financial Services, LLC, Avantax Investment Services Inc, Avantax Insurance Services, Avantax Advisory Services, and Avantax Insurance Agency And/Or Avantax Insurance Services. Kristen has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Kristen is part of Avantax Advisory Services, which operates out of Huntersville, North Carolina. 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
Kristen Gabelt Work History
N/L Financial Services, LLC
Avantax Investment Services Inc
Avantax Insurance Services
Avantax Advisory Services
Avantax Insurance Agency And/Or Avantax Insurance Services
Southern Rooted Gardens
Lpl Financial, LLC
Ifg Advisory, LLC
Carolina Planning Consultants, Llp
Mdt Advisers, A Division Of Federated Mdta LLC
Federated Investment Counseling
Federated Securities Corp
Bny Mellon
Robert Morris University
L. J. Aviation
Robert Morris University
Disclosures
Please visit the SEC profile of Kristen Gabelt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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