Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toby? Claim Your ProfileToby Ray Kommer is a financial advisor with Avantax Advisory Services. Toby has been in the industry since 2014, and has held both advisory and broker-dealer registrations. In addition to working for Avantax, Toby has also been involved in a variety of business endeavors, including ownership of a CPA firm, rental property management, and insurance agency ownership. Toby is also Chairman of the Board for a bank holding company.
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
1
2
ND
11/24/2020 - Present
Avantax Advisory Services (FARGO ND)
ND
11/05/2014 - 08/07/2017
INVESTMENT CENTERS OF AMERICA, INC. (FARGO ND)
BC
Issued 07/29/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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