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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gardner is an Investment Advisor Representative with Avantax Planning Partners, Inc. James has been in the financial services industry since 1984. James's practice is focused on providing financial planning and investment management services to individuals, families, and businesses. James is also a Certified Financial Planner™. James holds a Series 65 license. James is registered with the state of Nebraska. James has a branch office in Chadron, Nebraska. James has been working with Avantax Planning Partners, Inc. since February of 2024.
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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NE
02/08/2024 - Present
Avantax Planning Partners, Inc. (Chadron NE)
IA
Issued 11/28/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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