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Amanda Demaine

Avantax Planning Partners, INC.
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Avantax Planning Partners, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
265 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B

Fee Structure

Location

400 1st St S Ste 300, St Cloud, MN, 56301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Avantax Planning Partners, INC.
July 2024 - Present · 1 yr 7 mos
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Financial Specialists LLC
April 2013 - Present · 12 yrs 10 mos
Cetera Wealth Services, LLC
April 2013 - Present · 12 yrs 10 mos
Cetera Advisors LLCBroker
April 2013 - Present · 12 yrs 10 mos
Cetera Wealth Services, LLCBroker
April 2013 - Present · 12 yrs 10 mos
Cetera Financial Specialists LLCBroker
April 2013 - Present · 12 yrs 10 mos
Cetera Advisors LLC
April 2013 - Present · 12 yrs 10 mos
Cetera Investment Services LLCBroker
June 2011 - Present · 14 yrs 8 mos
Cetera Investment Services LLC
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Avantax Advisory Services
July 2024 - September 2025 · 1 yr 2 mos
Avantax Investment Services, INC.Broker
July 2024 - September 2025 · 1 yr 2 mos
First Allied Securities, INC.Broker
April 2015 - September 2022 · 7 yrs 5 mos
Summit Brokerage Services, INC.Broker
April 2015 - December 2019 · 4 yrs 8 mos
Girard Securities, INC.Broker
April 2015 - November 2017 · 2 yrs 7 mos
Legend Equities CorporationBroker
April 2015 - December 2016 · 1 yr 8 mos
Vsr Financial Services, INC.Broker
April 2015 - November 2016 · 1 yr 7 mos
Investors Capital CORP.Broker
April 2015 - November 2016 · 1 yr 7 mos
J.P. Turner & Company, L.L.C.Broker
April 2015 - December 2015 · 8 mos
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda Demaine - Financial Advisor | TrueAdvisor