Unclaimed
Ebony Rahe is a registered Investment Advisor Representative with Avantax Planning Partners, Inc. Ebony is a registered Investment Advisor Representative in Iowa. Ebony has 1 state examination, the Uniform Investment Adviser Law Examination, and is licensed to practice in the state of Iowa. Ebony has over 20 years of experience in the financial industry. She has a strong background in accounting, and has been a CPA since 2002. Ebony is committed to providing her 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.
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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IA
11/11/2019 - Present
Avantax Planning Partners, Inc. (Spencer IA)
IA
Issued 10/24/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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