Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Adler is an Investment Advisor Representative with Avantax Planning Partners, Inc., located in Davenport, IA. Alex is a Personal Financial Specialist and has been in the financial industry since 2013. Alex has held positions at Honkamp, PC, and HNI Corporation. Alex currently holds an Investment Advisor Representative registration in Iowa.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
04/24/2023 - Present
Avantax Planning Partners, Inc. (Davenport IA)
Active
Inactive
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