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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Lynn Addo is an Investment Advisor Representative at Avantax Planning Partners, Inc. Andrea has been working in the financial services industry since September 2020. Andrea is licensed in Minnesota and specializes in providing financial planning, pension consulting and selection of other advisors services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Andrea also has experience in financial reporting, tax return preparation, consulting, and bookkeeping, having worked at Olsen Thielen & Co., Ltd. since September 2008.
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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MN
10/01/2020 - Present
Avantax Planning Partners, Inc. (Roseville MN)
IA
Issued 09/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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