Terra
Norton
Avantax Planning Partners, Inc
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About this Advisor
Terra Norton is a financial advisor based in Gillette, Wyoming who has 3 years of industry experience. Norton is on the advisory team at Avantax Planning Partners, Inc. Throughout their career, Norton has worked at Proequities, Inc, Above The Line, Cpas, Avantax Investment Services, Inc, Avantax Planning Partners, Inc and Avantax Insurance Agency And/Or Avantax Insurance Services. Norton maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Wyoming. Avantax Planning Partners, Inc is a registered investment firm that has its headquarters in Dubuque, IA. The company has offices in 89 locations and a total of 239 people on staff. It handles $6 billion in assets under management among its 11,570 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 123 charitable organizations. Of its 11,570 customer accounts, just 11% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Avantax Planning Partners, Inc can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
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
Terra Norton Work History
Terra has been registered as a financial advisor for 3 years.*
Avantax Investment Services, Inc
Avantax Planning Partners, Inc
Avantax Insurance Agency And/Or Avantax Insurance Services
Above The Line, Cpas
Proequities, Inc
*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 Terra Norton 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 Planning Partners, Inc
Mount Vernon, IN
Dubuque, IA
Indianapolis, IN
Bismarck, ND
Dubuque, IA
Madison, WI
Dubuque, IA
Dubuque, IA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
