Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schlitter is an Investment Advisor Representative at Avantax Planning Partners, Inc. Michael has been in the industry since November 2013. Michael is registered with the state of Iowa and has Series 65 securities license. Michael is also a Certified Public Accountant. Michael's primary focus is providing financial planning, pension consulting and portfolio management for individuals and businesses. Michael is dedicated to helping clients reach 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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IA
10/12/2022 - Present
Avantax Planning Partners, Inc. (Okoboji IA)
IA
Issued 09/30/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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