Individual Firm
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Nicole Marie Myer
Nicole Marie Schmidt
CRD#: 6750069
IA
AVANTAX PLANNING PARTNERS, INC.CRD#: 106237 307 E. Call Street
PO Box 678
Algona, IA 50511
PO Box 678
Algona, IA 50511
0
Disclosures
8
Years of Experience
View By:
State Registrations
IA
Iowa 1/23/2017
IA
Registered with this firm since 1/23/2017
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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