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3740 E Southern Ave Ste 110, Mesa, AZ 85206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Mesa | AZ | 11/1997 | 12/2024 |
| Avantax Insurance Agency, Llc | Mesa | AZ | 02/2000 | 12/2024 |
| Independent Insurance Agent | Mesa | AZ | 12/2024 | Present |
| Integrity Financial Solutions, Llc | Mesa | AZ | 02/2004 | Present |
| Fenger Financial | Mesa | AZ | 10/2012 | Present |
| Hd Vest Insurance Agency, Llc | Mesa | AZ | 06/2014 | 12/2024 |
(1) Fenger Financial, PLLC; investment related ; Mesa, AZ; investment advisory/accounting and tax preparation; owner/accountant/investment adviser representative; 10/2012 (investment advisory since 12/2024) 160 hours per month; substantially all hours during market hours; accounting/tax preparation, investment advisory; (2) Independent Insurance Agent with various insurance companies; investment related; Mesa AZ; independent insurance agent; non-variable products of insurance companies; 12/2024~approximately 1hr per month-primarily all during market hours; sales/service of insurance products; (3) Integrity Financial Solutions, LLC; not investment related; Mesa, AZ; other; owner/sole proprietor; 2/1/2004; 0 hrs per month; none during market hours; operations/marketing name only.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-27 |
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