Eric
Evenstad
Avantax Advisory Services
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About this Advisor
Eric Evenstad is a financial advisor who works in Coppell, Texas with a total of 3 years of industry experience. Evenstad is an advisor for Avantax Advisory Services. The advisor has gained experience at Vernon Electric Cooperative, Gensler, County Of Vernon, Evenstad Tax Service, Llp, Avantax Investment Services, Inc, Eric J. Evenstad, Evenstad Tax & Financial Services, Inc and Avantax Advisory Services. Evenstad holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Avantax Advisory Services is a business based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It has $31 billion in assets across its 123,393 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. Avantax Advisory Services provides 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 advisory fees typically vary depending on which service is provided. Fees billed by Avantax Advisory Services most likely include 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
Eric Evenstad Work History
Eric has been registered as a financial advisor for 3 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Evenstad Tax & Financial Services, Inc
Evenstad Tax Service, Llp
Eric J. Evenstad
Gensler
County Of Vernon
Vernon Electric Cooperative
*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 Eric Evenstad 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
Fullerton, CA
Wilmington, DE
Mccordsville, IN
Irving, TX
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Fort Worth, TX
Dallas, TX
Lansdale, PA
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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