Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallan? Claim Your ProfileDallan Chris Maas is an investment advisor representative at ATX Financial Planning, LLC. Dallan has been in the industry for over 6 years and is registered with the state of Texas. Dallan is a licensed insurance agent and provides financial planning and portfolio management services to individuals, families, and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Subscription fees - ongoing financial planning
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TX
06/30/2023 - Present
ATX Financial Planning, LLC (AUSTIN TX)
TX
11/11/2016 - 06/02/2017
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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