Chad
Shafer
Avantax Advisory Services
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About this Advisor
Chad Shafer is a financial advisor working out of Baldwin, Wisconsin with 2 years of industry experience. Shafer is an employee of Avantax Advisory Services. The advisor has gained experience at Shafer Financial Services, United Fire & Rescue, Avantax Investment Services, Inc and Headed North, LLC. Shafer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 employees. It controls $31 billion in total assets among its 123,393 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a wide set 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 for financial advice typically depend on which services the firm provides the client. Fees charged by Avantax Advisory Services can be comprised 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
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$30,968,246,116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,433
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123,393
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$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
Chad Shafer Work History
Chad has been registered as a financial advisor for 2 years.*
Headed North, LLC
Avantax Investment Services, Inc
Shafer Financial Services
United Fire & Rescue
*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 Chad Shafer 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
Ann Arbor, MI
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Lansdale, PA
Gadsden, AL
Ann Arbor, MI
Dallas, TX
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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