Erik
Olthof
Avantax Advisory Services
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About this Advisor
Erik Olthof is a financial advisor based in Greeley, Colorado, working with Avantax Advisory Services. Erik has previously held positions at West Ridge Bookkeeping And Accounting Services, Baltimore Equitable Insurance, T. Rowe Price, Extended Travel, T Rowe Price, Commonwealth Financial Network, Avantax Investment Services Inc, Avantax Advisory Services, Intrinsic Financial Design Group, and West Ridge Financial Services LLC. Erik has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Erik is part of Avantax Advisory Services, which operates out of Greeley, Colorado. The firm has 1,923 offices and 2,278 employees. The firm manages assets totaling $46.1 billion and serves charitable organizations and 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, and educational seminars. The fee structure at Avantax Advisory Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$46,109,939,749
2,278
140,306
$328,638
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
Erik Olthof Work History
Avantax Investment Services Inc
Avantax Advisory Services
West Ridge Financial Services LLC
West Ridge Bookkeeping And Accounting Services
Commonwealth Financial Network
Intrinsic Financial Design Group
Baltimore Equitable Insurance
T. Rowe Price
Extended Travel
T Rowe Price
Disclosures
Please visit the SEC profile of Erik Olthof to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Midlothian, TX
Phoenix, AZ
Eugene, OR
Omaha, NE
Los Angeles, CA
Noblesville, IN
Aurora, CO
Coppell, TX
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