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Anthony James Weisser

Avantax Planning Partners, Inc.

Grand Forks, ND

CRD 7814627

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Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2026-07-02
  • ND RA
    APPROVED
    Since 2026-07-02

Branch Locations

401 Demers Ave Suite 300, Grand Forks, ND 58201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Advisers Llc Schaumburg IL 06/2026 Present
Brady, Martz & Associates, P.C. Grand Forks ND 01/2007 Present
Avantax Planning Partners, Inc. Grand Forks ND 09/2023 08/2024
Avantax Planning Partners, Inc Dubuque IA 06/2026 Present
Previous Registrations
Designations
  • Personal Financial Specialist
Other Names
  • Anthony J Weisser
  • Anthony Weisser

View on SEC IAPD

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Nearby Investors

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Jon Andersson Broden
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Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · GRAND FORKS, ND
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