Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lee Tapp is an active Investment Advisor Representative with Avantax Advisory Services, located in Glenwood Springs, Colorado. Donald has been in the securities industry since September 12, 2002. Donald is registered with the state of Colorado. Prior to working at Avantax Advisory Services, Donald worked at Waddell & Reed, Inc. in Overland Park, Kansas. Donald is also a CPA and owns Don Tapp CPA, Inc. in Glenwood Springs, Colorado. Donald's firm, Avantax Advisory Services, is a national firm with a strong focus on financial planning, portfolio management, and investment advisory services.
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
1
2
CO
02/05/2005 - Present
Avantax Advisory Services (GLENWOOD SPRINGS CO)
KS
09/12/2002 - 01/05/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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