Joel
Minner
Avantax Advisory Services
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About this Advisor
Joel Minner is a financial advisor operating out of Clarksville, Tennessee with 5 years of relevant experience. Minner works at Avantax Advisory Services. Their career trajectory has included roles at Renninm Company Inc Dba Minner'S Bookkeeping & Tax Prep, Thurman Campbell Group, Minner'S Bookkeeping, Hd Vest Investment Services, Encompass Financial Services, Inc Dba Qb Trainer Tn, Avantax Investment Services, Inc, Avantax Advisory Services, Hd Vest Advisory Services, Avantax Insurance Agency, LLC, Aetna, Inc, Insureon Solutions and Encompass Financial Services, Inc. Minner has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee. Avantax Advisory Services is a financial advisory company that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It manages $31 billion in assets under management between its 123,393 accounts, placing it among the largest firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a wide assortment 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. Fees for financial advisory services typically depend on which services the firm provides the client. Fees billed by Avantax Advisory Services likely consist 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
Joel Minner Work History
Joel has been registered as a financial advisor for 5 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Aetna, Inc
Encompass Financial Services, Inc
Hd Vest Advisory Services
Insureon Solutions
Hd Vest Investment Services
Encompass Financial Services, Inc Dba Qb Trainer Tn
Minner'S Bookkeeping
Thurman Campbell Group
Renninm Company Inc Dba Minner'S Bookkeeping & Tax Prep
*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 Joel Minner 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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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.
