Michelle Murdock (CRD# 6434019) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 9 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 5103781
Investments By Design, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Home & Floor Show | Dubuque, IA | Jan 2022 - Current | 2 |
| Avantax Advisory Services | Dubuque, IA | Feb 2016 - Current | 8 |
| Avantax Investment Services, Inc. | Dubuque, IA | Feb 2016 - Current | 8 |
| New Eagle Insurance | Dubuque, IA | Feb 2016 - Current | 8 |
| Avantax Insurance Agency, LLC | Dubuque, IA | Feb 2016 - Current | 8 |
| New Eagle Wealth Management 3, Inc. Dba New Eagle Wealth Managem | Dubuque, IA | Jun 2015 - Current | 8 |
| Tri-state Christian School | Galena, IL | Aug 2013 - Jul 2018 | 4 |
| Harbour Investments Inc. | Madison, WI | Dec 2014 - Feb 2016 | 1 |
| Illinois Bank & Trust | Galena, IL | Mar 2003 - Apr 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- IA
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Total Assets Under Management41,696MILLIONS
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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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