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Ryan Matthew Holter

Avantax Investment Services, Inc.

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About Ryan Matthew Holter

Ryan Holter is a financial advisor who is currently registered with Avantax Investment Services, Inc. Ryan obtained his Series 7 and Series 66 licenses. Ryan has been in the industry since July 2023.

Firm Information

Ryan Holter 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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Ryan Holter’s Registration & Firm History

MN

07/26/2023 - Present

Avantax Investment Services, Inc. (St. Cloud MN)

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Licenses & Designations

BC

Issued 07/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Matthew Holter.
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