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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Marie Myer is a financial advisor with Avantax Planning Partners, Inc. in Algona, Iowa. Nicole is an investment advisor representative and is registered in Iowa. Nicole has been in the financial services industry since 2012. She is also a partner in Erpelding, Voigt & Co., LLP, a tax accounting firm in Algona, Iowa. Nicole provides financial planning, portfolio management, and other advisory services to individual and business clients. She holds the Series 65 license and is a member of the Iowa Society of Certified Public Accountants.
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
01/23/2017 - Present
Avantax Planning Partners, Inc. (Algona IA)
IA
Issued 01/07/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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