Colin Richards (CRD# 7581899) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services Inc. | Glenwood, MN | Feb 2024 - Current | < 1 |
Avantax Insurance Agency | Glenwood, MN | Feb 2024 - Current | < 1 |
Avantax Advisory Services | Glenwood, MN | Feb 2024 - Current | < 1 |
Wagsness, Ogdahl & Associates | Glenwood, MN | Feb 2024 - Current | < 1 |
Nylife Securities LLC | Fargo, ND | Sep 2022 - Current | 1 |
New York Life Insurance | Fargo, ND | Aug 2022 - Current | 1 |
Unemployed | Glenwood, MN | May 2022 - Aug 2022 | < 1 |
Concordia College | Moorhead, MN | Sep 2017 - May 2022 | 4 |
Willmar Fabrication | Benson, MN | May 2019 - Aug 2019 | < 1 |
Pezhekee National Golf Course | Glenwood, MN | Jun 2018 - Sep 2018 | < 1 |
Hunts Resort | Glenwood, MN | Mar 2017 - Aug 2017 | < 1 |
Minnewaska Area Schools | Glenwood, MN | Sep 2010 - May 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2022 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MN
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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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