Michael Gorichanaz (CRD# 2154828) is an Investment Advisor Representative working at Avantax Advisory Services in Racine, WI and has over 32 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Racine, WI | Sep 2022 - Current | 1 |
| Avantax Advisory Services | Racine, WI | Sep 2022 - Current | 1 |
| Avantax Insruance Agency, LLC | Racine, WI | Sep 2022 - Current | 1 |
| Beacon Benefits Group, Inc. Dba Mga Wealth Management | Racine, WI | Jan 1997 - Current | 27 |
| Harbour Investments, Inc. | Madison, WI | Jul 2009 - Sep 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- TX
- WI
-
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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