Michael Livens (CRD# 3106749) is an Investment Advisor Representative working at Avantax Advisory Services in Timnath, CO and has over 25 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Insurance Agency And/or Avantax Insurance Services. | Timnath, CO | Jun 2023 - Current | < 1 |
660 S Alton Way 4a LLC | Fort Collins, CO | Jun 2020 - Current | 3 |
Michael D Livens, Cpa | Fort Collins, CO | Jul 2011 - Current | 12 |
Avantax Advisory Services | Fort Collins, CO | Nov 2006 - Current | 17 |
Michael D Livens | Fort Collins, CO | Jun 2005 - Current | 18 |
Avantax Investment Services, Inc. | Fort Collins, CO | May 2005 - Current | 19 |
Michael D Livens Pc | Fort Collins, CO | Aug 1994 - Current | 29 |
Michael D Livens Pc | Bedford, TX | Jul 1997 - Oct 2015 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1998 |
S65 | NASAA Investment Advisors Law Examination | May 1999 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- CO
- TX
-
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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