Melissa Maas, financial advisor Dubuque IA

Melissa Maas

CRD Number: 6203570
Current Firm: Avantax Advisory Services

Melissa Maas (CRD# 6203570) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has 1 year of experience in the finance industry.

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Avantax Planning Partners, Inc.
Company Name Location Dates Years
Avantax Investment Services Inc. Dubuque, IA Oct 2021 - Current < 1
Avantax Advisory Services Dubuque, IA Oct 2021 - Current < 1
Avantax Insurance Agency, LLC Dubuque, IA Oct 2021 - Current < 1
New Eagle Wealth Management Dubuque, IA Sep 2021 - Current < 1
Lpl Financial, LLC Dubuque, IA May 2013 - Sep 2021 8
Dupaco Community Credit Union Dubuque, IA Jun 2008 - Sep 2021 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Melissa M. Maas
Phone Number: 972-870-6000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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