Perry
Mattson
Avantax Planning Partners, Inc
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About this Advisor
Perry Mattson is a financial advisor based out of Grand Forks, North Dakota who has 7 years of relevant experience. Mattson is on the advisory team at Avantax Planning Partners, Inc. They have been employed by Avantax Planning Partners, Inc for all of their career. Mattson holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in North Dakota. Avantax Planning Partners, Inc is a registered investment company operating out of Dubuque, IA. The firm has offices in 89 locations and a total of 239 people on staff. It administers $6 billion in assets under management across its 11,570 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 123 charities and foundations. Of its 11,570 accounts, just 11% belong to high-net-worth individuals who have at least $1 million in investable assets. Avantax Planning Partners, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually depend on the type of services. Fee types billed by Avantax Planning Partners, Inc likely are comprised of any blend of 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
Perry Mattson Work History
Perry has been registered as a financial advisor for 7 years.*
Brady, Martz & Associates Pc
*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 Perry Mattson 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
Dubuque, IA
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Madison, WI
Dubuque, IA
Bismarck, ND
Dubuque, IA
Mount Vernon, IN
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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