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Marcia Marian Lewis

Avantax Planning Partners, Inc.

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About Marcia Marian Lewis

Marcia Marian Lewis is a financial advisor registered with Avantax Planning Partners, Inc. in Louisville, KY. Marcia has been in the financial services industry since 2001 and is a Certified Financial Planner. Marcia has experience in both investment advisory and brokerage services, working with a variety of client types including individuals, corporations, and charitable organizations. Marcia is dedicated to providing comprehensive financial planning and investment advice to her clients.

Firm Information

Marcia Lewis 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Marcia Lewis’s Registration & Firm History

KY

12/14/2016 - Present

Avantax Planning Partners, Inc. (Louisville KY)

KY

03/21/2007 - 12/23/2016

CSSC BROKERAGE SERVICES, INC. (LOUISVILLE KY)

KY

08/31/2001 - 03/21/2007

MUTUAL SERVICE CORPORATION (LOUISVILLE KY)

GA

01/09/2001 - 08/31/2001

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/28/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Marcia Marian Lewis. Review regulatory record here.
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