Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Sowatzka is an investment advisor representative with Avantax Advisory Services. Fred has been in the industry since 1991. The advisor is registered to offer investment advice in Arizona, California, Colorado, Florida, Illinois, Iowa, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, North Carolina, Texas, Virginia, Washington, West Virginia and Wisconsin. The advisor is licensed to offer insurance services through Avantax Insurance Agency Inc. The advisor also has a number of other business interests including MFG Investments, MFG Tax Advisors, and MFG Financial Advisors. Fred's primary business is offering financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans. The advisor's firm, Avantax Advisory Services, has approximately 1243 clients and manages over $41 billion in assets.
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
MN
01/26/2024 - Present
Avantax Advisory Services (St Paul MN)
MN
07/11/1991 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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