Alexander PlochCRD Number: 6702262
Current Firm: Avantax Advisory Services
Alexander Ploch (CRD# 6702262) is an Investment Advisor Representative working at Avantax Advisory Services in St. Louis, MO and has over 4 years of experience in the finance industry.
Cutter & Company, Inc.
|Avantax Insurance Agency, LLC||Maplewood, MO||Jul 2018 - Current||2|
|Avantax Investment Services, Inc.||Maplewood, MO||Aug 2016 - Current||4|
|7203-7217 Manchester Bldg C/o Kenneth Ploch||Maplewood, MO||Feb 2013 - Current||8|
|Ploch Financial Services, Inc.||Saint Louis, MO||Jan 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2016|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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