linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence Solomayer

Avantax Planning Partners, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence Solomayer

Lawrence Solomayer is a financial advisor registered with Avantax Planning Partners, Inc. Lawrence has been in the financial services industry since 2006. Lawrence is a registered representative of Avantax Investment Services and offers financial planning and investment management services to individuals, businesses, and retirement plans.

Firm Information

Lawrence Solomayer is currently registered with Avantax Planning Partners, Inc.. Avantax Planning Partners, Inc. is a financial advisory firm based in DUBUQUE, IA, with over 248 investment adviser representatives and 92 registered representatives. They offer financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and have over $6.3 billion in regulatory assets under management. They primarily work with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
Avantax Planning Partners, Inc.

3390 ASBURY ROAD

DUBUQUE, IA 52002-2801

$6.38B

Assets Under Management

4

Total Clients

163

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Solomayer’s Registration & Firm History

NJ

12/06/2022 - Present

Avantax Planning Partners, Inc. (PARSIPPANY NJ)

NJ

09/08/2011 - 01/06/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

10/08/2008 - 07/08/2011

LINCOLN INVESTMENT (CRANFORD NJ)

NJ

05/19/2006 - 05/20/2008

AXA ADVISORS, LLC (WOODBRIDGE NJ)

NJ

01/05/2006 - 05/12/2006

AMERIPRISE FINANCIAL SERVICES, INC. (PRINCETON NJ)

Not sure if Lawrence Solomayer is right for you?

Licenses & Designations

BOTH

Issued 01/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Solomayer.
Not sure if Lawrence Solomayer is right for you?