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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lyn Magilke is an Investment Advisor Representative and Registered Representative at Avantax Advisory Services. Jessica is a Certified Public Accountant and a member of the North Dakota Atmospheric Resource Board. She also owns and operates a rodeo business and is a shareholder in Ehlers Ranch Inc. Jessica's professional experience includes working as a CPA and Write-up Manager for Haga Kommer, LTD, a Board member for the ND Atmospheric Resource Board, and an Investment Advisor Representative/Registered Representative for HK Wealth Management, LLC. She has been in the securities industry since January 7, 2023 and holds a Series 7TO, Series 66, and SIE licenses. Jessica is based in Bismarck, North Dakota and is licensed to do business in North Dakota.
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
03/20/2023 - Present
Avantax Advisory Services (Bismarck ND)
BOTH
Issued 03/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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