Brian
Harder

Avantax Advisory Services

CRD#4145239
Investment Advisor
in Coppell, TX

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About this Advisor

Brian Harder is a financial advisor who works in Coppell, Texas with 1 year of industry experience. Harder is currently employed by Avantax Advisory Services. During their career, Harder has held roles at Dividend Capital Securities, Country Insurance Affiliates, Country Capital Management Company, Country Trust Bank, Avantax Investment Services, Inc, Avantax Advisory Services and Dunham & Associates Investment Counsel, Inc. Harder holds Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado and Texas. Avantax Advisory Services is a registered investment business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in total assets across its 123,393 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. 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. Financial management fee schedules largely depend on which services are provided. Fees charged by Avantax Advisory Services may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

1 year

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

Office Location

3200 Olympus Blvd Suite 100
Coppell, TX 75019

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

TX Average: 49
Total Number of Accounts

123,393

TX Average: 2,315
Average Account Size

$250,972

TX Average: $1,314,358

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

Brian Harder Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Avantax Investment Services, Inc

2022 - Present (2 years)

Avantax Advisory Services

2020 - 2022 (2 years)

Country Insurance Affiliates

2020 - 2022 (2 years)

Country Capital Management Company

2020 - 2022 (2 years)

Country Trust Bank

2017 - 2019 (2 years)

Dunham & Associates Investment Counsel, Inc

2013 - 2017 (4 years)

Dividend Capital Securities

*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 Brian Harder 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

Gabriel Sandler
Ann Arbor, MI
Annie Fruge
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

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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