Isaac
Bumgardner
Avantax Advisory Services
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About this Advisor
Isaac Bumgardner is a financial advisor based in Fargo, North Dakota, working with Avantax Advisory Services. Isaac has previously held positions at organizations including Farmers Union Insurance, Baha Petroleum, Eide Bailly Llp, Modern Woodmen Of America, Mwa Financial Services Inc, State Farm Vp Management Corp, Zack Heuring Insurance Agency, Alerus, Infinex Investments, Inc, Avantax Investment Services Inc, Avantax Insurance Services, Hk Wealth Management, LLC, Avantax Advisory Services, and Haga Kommer, LTD. Isaac has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Dakota. Currently, Isaac is part of Avantax Advisory Services, which operates out of Fargo, North Dakota. 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
Isaac Bumgardner Work History
Avantax Investment Services Inc
Avantax Insurance Services
Hk Wealth Management, LLC
Avantax Advisory Services
Haga Kommer, LTD
Haga Kommer, LTD
Infinex Investments, Inc
State Farm Vp Management Corp
Alerus
Zack Heuring Insurance Agency
Mwa Financial Services Inc
Eide Bailly Llp
Modern Woodmen Of America
Baha Petroleum
Farmers Union Insurance
Farmers Union Insurance
Student
Disclosures
Please visit the SEC profile of Isaac Bumgardner 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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