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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Clay Csargo is a financial advisor affiliated with Avantax Planning Partners, Inc. based in Minneapolis, MN. John has over 20 years of experience in the financial services industry. John is a Certified Financial Planner™ professional. John has been registered with the Securities and Exchange Commission (SEC) since 2017. John is also a licensed accountant and partner with Boyum & Barenscheer, PLLP, a regional CPA firm located in Minneapolis, MN. John has a strong commitment to providing comprehensive financial planning services to individuals, families, and businesses. John is dedicated to helping clients achieve their financial goals.
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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MN
09/29/2017 - Present
Avantax Planning Partners, Inc. (Minneapolis MN)
MN
10/05/2012 - 12/01/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (MINNEAPOLIS MN)
MN
09/11/2000 - 10/15/2012
H.D. VEST INVESTMENT SERVICES (MINNEAPOLIS MN)
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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