Carol Alt, financial advisor Beloit WI

Carol Alt

CRD Number: 2156432
Current Firm: Avantax Advisory Services

Carol Alt (CRD# 2156432) is an Investment Advisor Representative working at Avantax Advisory Services in Beloit, WI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency, LLC Janesville, WI Jul 2004 - Current 19
Carol J Alt & Dennis C Alt Rental Janesville, WI Oct 2003 - Current 20
Avantax Advisory Services Janesville, WI May 1999 - Current 24
Avantax Investment Services, Inc. Janesville, WI Jun 1991 - Current 32
Phoenix Properties Janesville, WI Oct 2003 - Oct 2022 19
Alt Tax Service Inc. Janesville, WI Jan 2017 - Feb 2020 3
Alt Financial Services Inc. Janesville, WI Dec 2002 - Feb 2020 17
Accurate Tax & Accounting Ltd Beloit, WI Jan 2015 - Aug 2017 2
Accurate Tax & Financial Services LLC Beloit, WI Nov 1989 - Dec 2014 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Carol J. Alt
Phone Number: 972-870-6000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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