Keith
Fetzer
Avantax Advisory Services
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About this Advisor
Keith Fetzer is a financial advisor operating out of Johnstown, Pennsylvania, with a total of 11 years of relevant experience. Fetzer is currently employed by Avantax Advisory Services. Over the course of their career, Fetzer has held roles at Avantax Investment Services, Inc, Musser Forests, Inc, Keith Fetzer, Keith William Fetzer, Avantax Insurance Agency Inc, Rupp And Fiore Insurance Management, Aflac, Remax Real Estate Agent, Keith W Fetzer Cpa, Howard Hanna Heritage Real Est, Kj Fetz Properties Inc and Avantax Advisory Services. Fetzer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Avantax Advisory Services is a registered investment business that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It oversees $31 billion in assets between its 123,393 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules usually vary depending on the type of financial services offered. However, fees charged by Avantax Advisory Services most likely are comprised 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
Keith Fetzer Work History
Keith has been registered as a financial advisor for 11 years.*
Keith W Fetzer Cpa
Rupp And Fiore Insurance Management
Aflac
Keith William Fetzer
Avantax Investment Services, Inc
Avantax Insurance Agency Inc
Avantax Advisory Services
Kj Fetz Properties Inc
Musser Forests, Inc
Keith Fetzer
Howard Hanna Heritage Real Est
Remax Real Estate Agent
*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 Keith Fetzer 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 Advisory Services
Irving, TX
Irving, TX
Coppell, TX
Campbell, CA
Lansdale, PA
Irving, TX
Irving, TX
Buffalo, NY
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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