Kirby
Croisant
Avantax Advisory Services
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About this Advisor
Kirby Croisant is a financial advisor who works out of Tulsa, Oklahoma who has 23 years of industry experience. Croisant is an employee of Avantax Advisory Services. Their career trajectory has included roles at Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Agency, LLC. Croisant maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Oklahoma. Avantax Advisory Services is an advisory company that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets across its 123,393 accounts, making it one of the largest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Avantax Advisory Services likely include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Kirby Croisant Work History
Kirby has been registered as a financial advisor for 23 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
*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 Kirby Croisant 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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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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