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Andrew Thomas Koskie

Avantax Planning Partners, INC.
24 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

Forest Lake, MN

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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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Other Business Activities

Andrew owns a landscaping and lawnmowing business since 2013, dedicating minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Avantax Planning Partners, INC.
July 2024 - Present · 1 yr 7 mos
Cetera Investment Services LLCBroker
August 2023 - Present · 2 yrs 6 mos
Cetera Financial Specialists LLCBroker
August 2023 - Present · 2 yrs 6 mos
Cetera Advisors LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Financial Specialists LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
August 2023 - Present · 2 yrs 6 mos
Cetera Investment Services LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 6 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
Securian Financial Services, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Cri Securities, LLC
January 2014 - November 2021 · 7 yrs 10 mos
Cri Securities, LLCBroker
March 2007 - November 2021 · 14 yrs 8 mos
Securian Financial Services, INC.Broker
February 2006 - August 2023 · 17 yrs 6 mos
Worthmark Alliance Viii, LLCBroker
December 2002 - November 2006 · 3 yrs 11 mos
Suburban Financial Services, LLCBroker
October 2002 - August 2005 · 2 yrs 10 mos
Worthmark Financial Services, LLCBroker
June 2001 - March 2006 · 4 yrs 9 mos
Securian Financial Services, INC.Broker
June 2001 - November 2003 · 2 yrs 5 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Thomas Koskie - Financial Advisor | TrueAdvisor