Avantax Advisory Services
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About this Advisor
Pamela Justus is a financial advisor operating in Milwaukee, Wisconsin who has 4 years of industry experience. Justus currently works for Avantax Advisory Services. Over the course of their career, they have held roles at Stark Yager, LTD, Acc-U-Rite Tax Service, Avantax Investment Services, Inc, Acc-U-Rite Tax & Financial Services and Avantax Insurance Agency LLC. Justus holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Avantax Advisory Services is a financial advisory firm based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It controls $31 billion in assets across its 123,393 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a diverse set 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 advisory fees largely vary depending on which services the firm provides the client. However, fees billed by Avantax Advisory Services can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
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
Pamela Justus Work History
Pamela has been registered as a financial advisor for 4 years.*
Avantax Insurance Agency LLC
Acc-U-Rite Tax Service
Avantax Investment Services, Inc
Acc-U-Rite Tax & Financial Services
Stark Yager, LTD
*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.
Please visit the SEC profile of Pamela Justus 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
Pine River, MN
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 email@example.com.
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