Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Henry Van bruggen is an investment advisor representative with Avantax Advisory Services and is registered with the state of Iowa. Todd has been in the financial industry since 2002 and has held previous positions with 1ST GLOBAL CAPITAL CORP., PROEQUITIES, INC., and H.D. VEST INVESTMENT SERVICES. Todd provides financial planning, portfolio management, and other investment-related services to individuals and businesses. Todd is a member of PVB Holdings LLC, a real estate partnership. Todd is also a secretary for Siebrecht & Co., P.C. dba Pottebaum & Van Bruggen, P.C., which offers tax, bookkeeping, and payroll services to 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.
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
IA
06/04/2024 - Present
Avantax Advisory Services (Sioux Center IA)
IA
04/18/2013 - 03/19/2019
1ST GLOBAL CAPITAL CORP. (SIOUX CENTER IA)
IA
01/02/2008 - 04/24/2013
PROEQUITIES, INC. (SIOUX CENTER IA)
IA
01/29/2002 - 02/12/2008
H.D. VEST INVESTMENT SERVICES (SIOUX CENTER IA)
IA
Issued 09/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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