Jason
Ernst
Avantax Planning Partners, Inc
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About this Advisor
Jason Ernst is a financial advisor working in Bismarck, North Dakota with a total of 7 years of industry experience. Ernst works at Avantax Planning Partners, Inc. The advisor has gained experience at U.S. Bancorp Investments, Honkamp Krueger Financial Services Inc, Proequities, Inc and Avantax Investment Services, Inc. Ernst maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in North Dakota. Avantax Planning Partners, Inc is a firm that has its headquarters in Dubuque, IA. It has offices in 89 locations and a total of 239 people on staff. It oversees $6 billion in total assets between its 11,570 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 123 charities and foundations. Of its 11,570 client accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Avantax Planning Partners, Inc provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services are offered. Fee types billed by Avantax Planning Partners, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
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
Jason has been registered as a financial advisor for 7 years.*
Avantax Investment Services, Inc
Honkamp Krueger Financial Services Inc
Proequities, Inc
U.S. Bancorp Investments
*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 Jason Ernst 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 Planning Partners, Inc
Mount Vernon, IN
Dubuque, IA
Dubuque, IA
Madison, WI
Dubuque, IA
Dubuque, IA
Bismarck, ND
Indianapolis, IN
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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