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Brian Hathhorn is a financial advisor with Avantax Advisory Services. Brian is registered with the state of Kansas and Missouri as an Investment Advisor Representative (IAR). Brian is also a Certified Public Accountant (CPA) and has worked as a CPA for over 15 years. Brian has a deep understanding of financial planning and tax law, which he uses to help his clients achieve their financial goals. Brian is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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KS
07/22/2022 - Present
Avantax Advisory Services (Leawood KS)
Active
Inactive
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