Melissa
Pilzner
Avantax Advisory Services
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About this Advisor
Melissa Pilzner is a financial advisor based in Coppell, Texas with a total of 3 years of industry experience. Pilzner is on the advisory team at Avantax Advisory Services. During their career, the advisor has held roles at Avantax Advisory Services, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Sigma Planning Corporation, Sigma Financial Corporation, Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc and Gbu Financial Life. Pilzner holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Avantax Advisory Services is a registered investment company based in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in total assets across its 123,393 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services performs a diverse range 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. Financial management fee schedules largely are based on the financial services offered. Fees billed by Avantax Advisory Services can be comprised of any combination 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
Melissa Pilzner Work History
Melissa has been registered as a financial advisor for 3 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
Gbu Financial Life
Sigma Planning Corporation
Sigma Financial Corporation
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
*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 Melissa Pilzner 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
Irving, TX
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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