Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Bumgardner is a financial advisor who has been in the industry since 2019. Isaac is currently registered with Avantax Advisory Services and is licensed to sell securities in Arizona, California, Florida, Minnesota, North Dakota, South Dakota, and Wisconsin. Isaac has previously worked with Infinex Investments, Inc., State Farm VP Management Corp., and MWA Financial Services Inc. Isaac holds the Series 6, Series 7, Series 63, and Series 66 licenses and has experience in a variety of financial services, including financial planning, portfolio management, and insurance.
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
ND
04/06/2022 - Present
Avantax Advisory Services (FARGO ND)
ND
03/11/2021 - 01/28/2022
INFINEX INVESTMENTS, INC. (Fargo ND)
IL
06/19/2020 - 08/19/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
ND
05/14/2018 - 06/18/2019
MWA FINANCIAL SERVICES INC. (Fargo ND)
BOTH
Issued 03/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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