Areas of Practice
Investment ManagementRetirement Planning
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

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Location

2675 Long Lake Road, Roseville, MN, 55113

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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

Andrea is a Principal and Accountant with Olsen Thielen & Co. Ltd., a CPA firm, working full-time. She is also a Finance Committee Member of True Friends, a not-for-profit organization, dedicating minimal time to this activity.

Employment History
Current Registrations
Avantax Planning Partners, INC.
October 2020 - Present · 5 yrs 4 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Andrea Lynn Addo - Financial Advisor | TrueAdvisor