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Wael Elkhalafawi

Avantax Planning Partners, Inc.

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About Wael Elkhalafawi

Wael Elkhalafawi is a financial advisor who has been in the industry since 2011. Wael currently works at Avantax Planning Partners, Inc. in Woodland Hills, California. Wael is a Registered Investment Advisor and has passed the Series 63, Series 65, and the SIE exams. Wael also has prior experience at HD Vest Investment Services. Wael's expertise includes financial planning, portfolio management, and pension consulting.

Firm Information

Wael Elkhalafawi is currently registered with Avantax Planning Partners, Inc.. Avantax Planning Partners, Inc. is a financial advisory firm based in DUBUQUE, IA, with over 248 investment adviser representatives and 92 registered representatives. They offer financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and have over $6.3 billion in regulatory assets under management. They primarily work with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
Avantax Planning Partners, Inc.

3390 ASBURY ROAD

DUBUQUE, IA 52002-2801

$6.38B

Assets Under Management

4

Total Clients

163

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wael Elkhalafawi’s Registration & Firm History

CA

12/15/2022 - Present

Avantax Planning Partners, Inc. (Woodland Hills CA)

CA

10/31/2011 - 02/04/2015

HD VEST INVESTMENT SERVICES (Irvine CA)

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Licenses & Designations

IA

Issued 12/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wael Elkhalafawi.
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