Shane
Ellingson

Avantax Advisory Services

CRD#6221331
Investment Advisor
in Irving, TX

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About this Advisor

Shane Ellingson is a financial advisor operating out of Irving, Texas, with a total of 4 years of relevant experience. Ellingson works at Avantax Advisory Services. Ellingson has gained experience at Td Ameritrade, Family Heritage, Deutsche Bank Securities Inc, Raymond James & Associates, Inc, 1St Global Capital, Corp, Avantax Investment Services, Inc, Avantax Advisory Services and Apex Clearing Corparation. Ellingson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets under management across its 123,393 client accounts, placing it among the largest firms in the nation 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. Avantax Advisory Services performs 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. Fees charged by financial advisors depend on the type of financial services provided. Fee types billed by Avantax Advisory Services can include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

6333 North State Highway 161 4Th Floor
Irving, TX 75038

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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

Shane Ellingson Work History

Shane has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Avantax Investment Services, Inc

2019 - Present (5 years)

Avantax Advisory Services

2018 - 2019 (1 year)

1St Global Capital, Corp

2017 - 2018 (1 year)

Apex Clearing Corparation

2016 - 2016 (< 1 year)

Deutsche Bank Securities Inc

2016 - 2017 (1 year)

Raymond James & Associates, Inc

2013 - 2015 (2 years)

Td Ameritrade

2013 - 2013 (< 1 year)

Family Heritage

*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 Shane Ellingson 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

Tzeking Chan
Campbell, CA
Mark Stack
Buffalo, NY
Ronald Bryant
Coppell, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
James Dowdy
Duluth, GA
Pamela Justus
Milwaukee, WI
San Cheong
Lake Forest, CA

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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