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Michael John Darr

Avantax Planning Partners, Inc.

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About Michael John Darr

Michael John Darr is an investment advisor representative and licensed insurance agent providing wealth management services under the firm name, Darr Financial Services. Michael John Darr has been in the industry for 24 years. Michael John Darr is currently employed by Avantax Planning Partners, Inc. and has been employed by the firm since 1999. Michael John Darr is registered with the state of Iowa and holds the Series 6 and Series 63 licenses. Michael John Darr's previous employers include Proequities, Inc. and Darr & Olson, L.C..

Firm Information

Michael Darr 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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Michael Darr’s Registration & Firm History

IA

01/01/1999 - Present

Avantax Planning Partners, Inc. (WEST DES MOINES IA)

IA

10/02/2001 - 09/30/2020

PROEQUITIES, INC. (WEST DES MOINES IA)

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Licenses & Designations

BC

Issued 11/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Darr.
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