Carl
Zegan
Avantax Advisory Services
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About this Advisor
Carl Zegan is a financial advisor based in Orland Park, Illinois, working with Avantax Advisory Services. Carl has previously held positions at Pfs Investments Inc, Primerica Financial Services, New World Marketing, Avantax Investment Services, Inc, Restaurant.Com, Avantax Insurance Agency LLC, Strategize Wealth Management Group Inc, Strategize Wealth Management Group, Inc, and Strategize Wealth Management Group, Inc. Carl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Carl is part of Avantax Advisory Services, which operates out of Orland Park, Illinois. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Carl Zegan Work History
Avantax Invesment Services, Inc
Avantax Insurance Agency LLC
Strategtize Wealth Management Group, Inc
Strategize Wealth Management Group, Inc
Restaurant.Com
Strategize Wealth Management Group, Inc
Strategize Wealth Management Group Inc
New World Marketing
Pfs Investments Inc
Primerica Financial Services
Disclosures
Please visit the SEC profile of Carl Zegan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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