Advisor at Avantax Planning Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Avantax Planning Partners, Inc.
Location
Yukon, OK
Credentials
Series 63, Series 65
Industry experience
11 years
Melissa La Brue is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Avantax entities since 2013 and previously at Wymer Brownlee Tax and Financial Management. La Brue is also associated with Wymer Brownlee Tax and Financial Management in a marketing and operational capacity. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee, and offers tax-intelligent overlays and centralized trading through designated custodians.
Based on Avantax Planning Partners, Inc.
Based on Avantax Planning Partners, Inc.
Fixed fees may be charged for stand-alone financial planning services; specific amounts not stated.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
Hourly fees may be charged for stand-alone financial planning services; specific rates not stated.
Fee-only: Fees for financial planning may be fixed or hourly based; included in Management Fee if part of asset management services.
Yukon, OK
Oklahoma
Cetera Wealth Services, LLC
2025 - Present (1 year)
Avantax Planning Partners, Inc.
2022 - Present (4 years)
Avantax Investment Services, INC.
2022 - 2025 (3 years)
Avantax Investment Services, INC.
2022 - 2022 (1 year)
UnEmployed
2022 - 2022 (1 year)
Avantax Investment Services, INC.
2013 - 2022 (9 years)
Wymer Brownlee Tax and Financial Management
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Nichols Hills, OK
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Series 65
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Trilogy Financial Solutions
Series 65
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Integrated Planning Strategies, LLC
CFA®, Series 63
Oklahoma City, OK
Krb And Associates, Inc
CFA®, Series 63, Series 65
Oklahoma City, OK
Servo Wealth Management LLC
CFP®, Series 65
Oklahoma City, OK
Flatlands Wealth LLC
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