Phyllis Anderson (CRD# 2092087) is an Investment Advisor Representative working at Avantax Advisory Services in Ortonville, MN and has over 33 years of experience in the finance industry.
CRD# 2964256
Edward Jones
CRD# 4529626
Thrivent Investment Management Inc.
CRD# 6013471
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anderson Tax & Accounting, P.a. | Ortonville, MN | Dec 2009 - Current | 14 |
| Avantax Insurance Agency, LLC | Ortonville, MN | Oct 1999 - Current | 24 |
| Avantax Advisory Services | Ortonville, MN | Oct 1993 - Current | 30 |
| Avantax Investment Services, Inc. | Ortonville, MN | Aug 1990 - Current | 33 |
| Anderson Tax Acctg | Ortonville, MN | May 1980 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1990 |
- MN
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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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