Isaac Bumgardner (CRD# 6904184) is an Investment Advisor Representative working at Avantax Advisory Services in Fargo, ND and has over 5 years of experience in the finance industry.
CRD# 2639006
Future Bright
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Fargo, ND | Feb 2022 - Current | 1 |
| Avantax Insurance Services | Fargo, ND | Feb 2022 - Current | 1 |
| Avantax Advisory Services | Fargo, ND | Feb 2022 - Current | 1 |
| Hk Wealth Management, LLC | Fargo, ND | Jan 2022 - Current | 1 |
| Haga Kommer, Ltd. | Fargo, ND | Jan 2022 - Current | 1 |
| Haga Kommer, Ltd. | Fargo, ND | Jan 2022 - Current | 1 |
| Infinex Investments, Inc. | Meriden, CT | Feb 2021 - Jan 2022 | < 1 |
| Alerus | Fargo, ND | Dec 2020 - Jan 2022 | 1 |
| Unemployed | Fargo, ND | Oct 2020 - Dec 2020 | < 1 |
| Zack Heuring Insurance Agency | Moorhead, MN | Aug 2019 - Oct 2020 | 1 |
| State Farm Vp Management Corp | Moorhead, MN | Apr 2020 - Aug 2020 | < 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Jan 2018 - Jun 2019 | 1 |
| Modern Woodmen Of America | Rock Island, IL | Oct 2017 - Jun 2019 | 1 |
| Eide Bailly LLP | Fargo, ND | May 2017 - Sep 2017 | < 1 |
| Farmers Union Insurance | Jamestown, ND | Aug 2016 - May 2017 | < 1 |
| Student | Williston, ND | Jan 2011 - May 2017 | 6 |
| Baha Petroleum | Williston, ND | Jun 2016 - Aug 2016 | < 1 |
| Farmers Union Insurance | Jamestown, ND | Sep 2015 - Jun 2016 | < 1 |
| Montrail-williams Electric Coop | Williston, ND | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- ND
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Total Assets Under Management30,968MILLIONS
-
Total Number of Accounts123,393ACCOUNTS
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Average Account Value$250,972
- 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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