Unclaimed
Shawn Quentin Blom is a financial advisor with Avantax Planning Partners, Inc., licensed to provide financial advice in South Dakota. Shawn has been in the financial services industry for over 16 years. Shawn's primary office is located in Sioux Falls, South Dakota, but Shawn is also registered to conduct business in Iowa. Shawn offers financial planning, pension consulting, and portfolio management services for individuals and businesses.
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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SD
03/18/2024 - Present
Avantax Planning Partners, Inc. (Sioux Falls SD)
Active
Inactive
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