Daren Powers (CRD# 2768609) is an Investment Advisor Representative working at Avantax Advisory Services in New Richmond, WI and has over 26 years of experience in the finance industry.
CRD# 6586021
Edward Jones
CRD# 3207484
Raymond James Financial Services Advisors, Inc.
CRD# 5393406
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | New Richmond, WI | Nov 2013 - Current | 10 |
| Avantax Advisory Services | New Richmond, WI | Oct 1998 - Current | 25 |
| Avantax Investment Services, Inc. | New Richmond, WI | Jul 1996 - Current | 27 |
| Daren J. Powers, Cpa | New Richmond, WI | Oct 1991 - Current | 32 |
| Powers Lwm, Inc. | New Richmond, WI | Jun 1984 - Current | 39 |
| University Of Wisconsin River Falls | River Falls, WI | Jun 2016 - Jul 2019 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- TX
- WI
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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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