Terra Norton
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.
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.
Location
Gillette, WY 82718
Credentials
Series 63, Series 65
Industry experience
21 years
Terra Norton is a financial advisor with Avantax Planning Partners, Inc. in Gillette, WY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Prior to joining Avantax, Norton worked at ProEquities, Inc. for 16 years and has been a partner and accountant at Above The Line CPAs since 2003. She serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming, a nonprofit crisis pregnancy center. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays, centralized trading, and access to pension consulting through affiliated entities.
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.
2001 West Lakeway Rd, Ste A
Gillette, WY 82718
Wyoming
Avantax Insurance Agency and/or Avantax Insurance Services
2020 - Present (6 years)
Avantax Investment Services, INC.
2020 - 2024 (4 years)
Avantax Planning Partners, Inc.
2020 - Present (6 years)
ProEquities, Inc
2004 - 2020 (16 years)
Above The Line, CPAs
2003 - Present (23 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.
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