TrueAdvisor
TrueAdvisor
AC
AC

Alexander Chan

Avantax Planning Partners, INC.
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Avantax Planning Partners, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
265 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B

Fee Structure

Location

400 Robert Street North, Suite 800, Saint Paul, MN, 55101

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Avantax Planning Partners, INC.
May 2024 - Present · 1 yr 9 mos
Cetera Advisors LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Financial Specialists LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Investment Services LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Investment Services LLCBroker
August 2023 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
August 2023 - Present · 2 yrs 6 mos
Cetera Financial Specialists LLCBroker
August 2023 - Present · 2 yrs 6 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Avantax Advisory Services
May 2024 - September 2025 · 1 yr 4 mos
Avantax Investment Services, INC.Broker
May 2024 - September 2025 · 1 yr 4 mos
Securian Financial Services, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Cri Securities, LLC
January 2014 - November 2021 · 7 yrs 10 mos
H. Beck, INC.Broker
August 2012 - October 2017 · 5 yrs 2 mos
Cri Securities, LLCBroker
June 2007 - November 2021 · 14 yrs 5 mos
Securian Financial Services, INC.Broker
June 2006 - August 2023 · 17 yrs 2 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.