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Barbara Jean Orten

Avantax Investment Services, Inc.

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About Barbara Jean Orten

Barbara Jean Orten is a registered representative with Avantax Investment Services, Inc., holding a Series 6, Series 63 and SIE license. Barbara has been in the industry since February 21, 1994. Barbara is registered with the state of Wisconsin and is currently active in the state.

Firm Information

Barbara Orten is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Barbara Orten’s Registration & Firm History

WI

02/22/1994 - Present

Avantax Investment Services, Inc. (GRAFTON WI)

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Licenses & Designations

BC

Issued 10/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Jean Orten.
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