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Rick Dishner

Avantax Investment Services, Inc.

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About Rick Dishner

Rick Dishner is a financial advisor with Avantax Investment Services, Inc. Rick has been in the industry since 2015. Rick is registered with the states of Florida, Oregon and Washington. Rick holds a Series 63 license for the state of Oregon and a Series 6 license for the state of Oregon. Rick also holds the SIE license for the state of Oregon. Rick is located in Molalla, Oregon and works out of the Avantax Investment Services, Inc. branch office located at 214 Center Ave.

Firm Information

Rick Dishner is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Rick Dishner’s Registration & Firm History

OR

05/28/2015 - Present

Avantax Investment Services, Inc. (Molalla OR)

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Licenses & Designations

BC

Issued 08/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rick Dishner.
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