Trisha Rieman (CRD# 6328796) is an Investment Advisor Representative working at Avantax Advisory Services in Pawnee, OK and has over 9 years of experience in the finance industry.
CRD# 5534131
Transamerica Financial Advisors, Inc.
CRD# 6456926
Avantax Advisory Services
CRD# 5166654
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Cushing, OK | Dec 2023 - Current | < 1 |
| Avantax Investment Services,inc. | Cushing, OK | Apr 2014 - Current | 10 |
| Cbew Professional Group, LLP | Cushing, OK | Feb 2000 - Current | 24 |
| Cbew Professional Group LLP | Cuhing, OK | Feb 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
- OK
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
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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