Michael Schlitter (CRD# 7600719) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has 1 year of experience in the finance industry.
CRD# 2240788
Ameriprise Financial Services, LLC
CRD# 3050508
Thrivent Investment Management Inc.
CRD# 2525091
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Okoboji, IA | Oct 2022 - Current | 1 |
| Avantax Advisory Services | Okoboji, IA | Aug 2022 - Current | 1 |
| Erpelding Voigt & Company, LLP | Okoboji, IA | Nov 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IA
-
Total Assets Under Management6,377MILLIONS
-
Total Number of Accounts12,286ACCOUNTS
-
Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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