Unclaimed
Michael Broussard is a registered representative with Avantax Advisory Services. Michael has been in the financial industry since 2003. Michael is a Certified Public Accountant (CPA) and has extensive experience in tax preparation, bookkeeping, and financial consulting. In addition to working as a financial advisor, Michael is a partner with Michelangelo Investments, Ltd., and is a member of Pour Brothers Brewery LLC and Guadalupe Peak Wealth Management LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
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TX
02/11/2025 - Present
Avantax Advisory Services (DALLAS TX)
Active
Inactive
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