Roland
Wawrzyniak
Avantax Advisory Services
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About this Advisor
Roland Wawrzyniak is a financial advisor working in Austin, Texas who has 30 years of relevant experience. Wawrzyniak is on the advisory team at Avantax Advisory Services. The advisor has gained experience at Roland Wawrzyniak, Inc, Avantax Investment Services, Inc, Avantax Advisory Services and Avantax Insurance Services, LLC. Wawrzyniak maintains a Series 63 license, designating them as a securities broker, and is approved to serve investors in Texas. Avantax Advisory Services is an advisory business operating out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in total assets across its 123,393 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth individuals who have at least $1 million in investable assets. Avantax Advisory Services performs a number 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. A financial advisor's fees largely are based on the type of services provided. However, fee types charged by Avantax Advisory Services can be comprised of some 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
Roland Wawrzyniak Work History
Roland has been registered as a financial advisor for 30 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Roland Wawrzyniak, Inc
Avantax Insurance Services, LLC
*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 Roland Wawrzyniak 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
Irving, TX
Fullerton, CA
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Lansdale, PA
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Dallas, TX
Gadsden, AL
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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