Grant
Podsednik
Avantax Advisory Services
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About this Advisor
Grant Podsednik is a financial advisor operating in Bedford, Texas with 4 years of relevant experience. Podsednik currently works for Avantax Advisory Services. Their career trajectory has included roles at Level Four Advisory Services, Cetera Advisor Networks, Coble Cravens Financial Services, Lpl Financial, LLC, Compost Carpool, LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Level Four Advisory Serivices, Podsednik & Copmpany, Pc and Avantax Insurance Agency, LLC. Podsednik holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Avantax Advisory Services is a financial advisory company that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It controls $31 billion in assets between its 123,393 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. 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 management fees are based on which services are provided. However, 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
Grant Podsednik Work History
Grant has been registered as a financial advisor for 4 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Compost Carpool, LLC
Level Four Advisory Services
Lpl Financial, LLC
Cetera Advisor Networks
Coble Cravens Financial Services
Lpl Financial, LLC
Level Four Advisory Serivices
Podsednik & Copmpany, Pc
*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 Grant Podsednik 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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