Patrick
Mcguinnis
Avantax Advisory Services
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About this Advisor
Patrick Mcguinnis is a financial advisor based in South Milwaukee, Wisconsin, working with Avantax Advisory Services. Patrick has previously held positions at Spring City Aviation Inc, Wells Fargo Asset Management, Flight Instruction, Db Tax & Wealth LLC, Atp Flight School, Truck Fleet Services, Avantax Investment Services Inc, Milwaukee County Transit, and Avantax Advisory Services. Patrick has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Patrick is part of Avantax Advisory Services, which operates out of South Milwaukee, Wisconsin. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Patrick Mcguinnis Work History
Flight Instruction
Avantax Investment Services Inc
Avantax Advisory Services
Db Tax & Wealth LLC
Atp Flight School
Spring City Aviation Inc
Milwaukee County Transit
Truck Fleet Services
Wells Fargo Asset Management
Disclosures
Please visit the SEC profile of Patrick Mcguinnis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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