Toby Kommer (CRD# 6376684) is an Investment Advisor Representative working at Avantax Advisory Services in Fargo, ND and has over 9 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency And/or Avantax Insurance Services | Fargo, ND | Jan 2024 - Current | < 1 |
| Avantax Investment Services, Inc. | Fargo, ND | May 2021 - Current | 2 |
| Avantax Advisory Services | Fargo, ND | Nov 2020 - Current | 3 |
| Haga Kommer, Ltd | Fargo, ND | Jan 2006 - Current | 18 |
| Investment Centers Of America, Inc. | Fargo, ND | Nov 2014 - Aug 2017 | 2 |
| Investment Centers Of America | Fargo, ND | Aug 2014 - Nov 2014 | < 1 |
| Bank Forward | Fargo, ND | Apr 2007 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
| S63 | Uniform Securities State Law Examination | Jul 2021 |
- ND
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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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