Christopher Matthew Allan
Investment adviser representative at Avantax Planning Partners, Inc.
17 yearsExperience
2 statesRegistered in
$7.6BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Cetera Advisors LLCAug 2024 to now
- Cetera Financial Specialists LLCAug 2024 to now
- Cetera Investment Services LLCAug 2024 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Avantax Planning Partners, Inc.Aug 2020 to now
- Avantax Investment Services, Inc.Aug 2020 to Sep 2025
- PrudentialFeb 2009 to Jul 2020
- Prudential Investment Management Services, LLCFeb 2009 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Avantax Planning Partners, Inc.
$7.6BAssets managed
8,370Clients
8Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5646543
- Firm CRD
- 106237