GAAP Episode 006 – What Exactly is a Fiduciary?

You’ve heard the term before, and know it’s vaguely financial in nature, but… what exactly is a fiduciary? This week, we talk with Kevin Dement from our wealth management partner, Avantax. We’ll discuss fiduciary responsibilities, what it means to be a fiduciary, and how you should select a fiduciary. Listen to learn more!

0:00 Introduction

1:50 What is a Fiduciary?

3:58 Fiduciary Disclosures

5:17 How do Fiduciaries get Paid?

7:48 How to Choose a Fiduciary

10:24 Fiduciary Credentials

13:00 Why Choose a Fiduciary?

To learn more about Avantax and the services they offer, visit https://www.avantax.com/

Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professional’s registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Casey Peterson, LTD.