Jonathan
Beehler
Avantax Planning Partners, Inc
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About this Advisor
Jonathan Beehler is a financial advisor based in Grand Forks, North Dakota, working with Avantax Planning Partners, Inc. Jonathan has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Proequities, Inc, Avantax Planning Partners, Inc, and Avantax Investment Services, Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Dakota. Currently, Jonathan is part of Avantax Planning Partners, Inc, which operates out of Grand Forks, 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
Jonathan Beehler Work History
Avantax Investment Services, Inc
Avantax Planning Partners, Inc
Northwestern Mutual Wealth Management Company
Proequities, Inc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Jonathan Beehler 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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