AA
PFS
AA
PFS

Alex Joseph Adler

2 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
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

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Location

908 W 35th St, Davenport, IA, 52806

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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.

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Other Business Activities

Alex is a Senior Accounting Manager at Honkamp PC, providing accounting and tax advice, dedicating full-time hours. Alex is also an Investment Advisor Representative at Avantax Planning Partners Inc., spending a few hours per week assisting clients with investment choices and financial planning.

Employment History
Current Registrations
Avantax Planning Partners, INC.
April 2023 - Present · 2 yrs 10 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.