Cassandra
Pasbrig
Avantax Advisory Services
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About this Advisor
Cassandra Pasbrig is a financial advisor based in Milwaukee, Wisconsin, working with Avantax Advisory Services. Cassandra has previously held positions at Avantax Advisory Services, Acc-U-Rite Tax Service, Inc, Avantax Investment Services, Inc, Ultra Tool And Manufacturing, Willow Creek Child Care Center, Torgerson Properties Inc Dba Best Western New Ulm, Martin Luther College, Delaware North Sportservice, and Doordash. Cassandra has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Cassandra is part of Avantax Advisory Services, which operates out of Milwaukee, Wisconsin. 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
Cassandra Pasbrig Work History
Doordash
Avantax Advisory Services
Acc-U-Rite Tax Service, Inc
Avantax Investment Services, Inc
Ultra Tool And Manufacturing
Martin Luther College
Willow Creek Child Care Center
Torgerson Properties Inc Dba Best Western New Ulm
Delaware North Sportservice
Disclosures
Please visit the SEC profile of Cassandra Pasbrig 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
Las Vegas, NV
Melbourne, FL
Buffalo, NY
Orland Park, IL
Los Angeles, CA
Mount Arlington, NJ
Wenatchee, WA
Omaha, NE
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