Mark
Etzel

Avantax Advisory Services

CRD#6572238
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Mark Etzel is a financial advisor operating out of Pittsburgh, Pennsylvania, who has been in the financial industry for 14 years. Etzel is an advisor for Avantax Advisory Services. Over the course of their career, Etzel has held roles at Ruby'S Dry Cleaners, Southminster Presbyterian Church, Duquesne University, Hd Vest Investment Services, Apple, Inc, Avantax Investment Services, Inc, Mad Mex Restaurant, Thomas B Etzel Pc and Avantax Advisory Services. Etzel holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Avantax Advisory Services is a registered investment business based in Pittsburgh, Pennsylvania. The firm has offices in 1,710 locations and a total of 2,488 employees. It has $34 billion in assets across its 111,856 client accounts, making it one of the largest firms in the nation by assets under management. Of its 111,856 customer accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. Avantax Advisory Services has a number 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 for financial management usually vary depending on which services the firm provides the client. Fees charged by Avantax Advisory Services most likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

Pittsburgh, PA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$34,340,503,208

PA Average: $3,042,739,679
Total Number of Employees

2,488

PA Average: 49
Total Number of Accounts

111,856

PA Average: 2,315
Average Account Size

$307,006

PA Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Mark Etzel Work History

Mark has 14 years of experience.

2021 - Present (2 years)

Avantax Advisory Services

2018 - Present (5 years)

Avantax Investment Services, Inc

2018 - Present (5 years)

Thomas B Etzel Pc

2016 - Present (7 years)

Apple, Inc

2015 - 2016 (1 year)

Hd Vest Investment Services

2015 - 2017 (2 years)

Mad Mex Restaurant

2014 - 2015 (1 year)

Ruby'S Dry Cleaners

2014 - 2015 (1 year)

Thomas B Etzel Pc

2013 - 2014 (1 year)

Southminster Presbyterian Church

2008 - 2013 (5 years)

Duquesne University

Disclosures

Mark Etzel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Avantax Advisory Services

Ronald Mead
Indialantic, FL
Heather Haynes
Enid, OK
Jeffrey Nagel
East Patchogue, NY
Wade Dillman
Bellville, TX
Victor Guadiana
Coppell, TX
George Siegel
Valencia, PA
Colleen Wallace
Eugene, OR
Glen Ponzini
Wading River, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started