Jason
Ernst
Avantax Planning Partners, Inc
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About this Advisor
Jason Ernst is a financial advisor based in Bismarck, North Dakota, working with Avantax Planning Partners, Inc. Jason has previously held positions at U.S. Bancorp Investments, Honkamp Krueger Financial Services Inc, Proequities, Inc, and Avantax Investment Services, Inc. Jason has passed the Series 66 regulatory exam and is registered to provide services in North Dakota. Currently, Jason is part of Avantax Planning Partners, Inc, which operates out of Bismarck, North Dakota. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
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
Jason Ernst Work History
Avantax Investment Services, Inc
Honkamp Krueger Financial Services Inc
Proequities, Inc
U.S. Bancorp Investments
Disclosures
Please visit the SEC profile of Jason Ernst 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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