Melanie Dawn Pozorski
Investment Adviser Representative at Avantax Planning Partners, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melanie Dawn Pozorski is an investment adviser representative with Avantax Planning Partners, Inc. in Rapid City, SD, where they have been registered since 2018, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in South Dakota.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Dakota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HK Financial Services, Inc.Aug 2018 – no end date reportedDubuque, IA
- Casey Peterson, Ltd.Oct 2007 – no end date reportedRapid City, SD
- Cetera Planning PartnersSep 2026 – no end date reportedEl Segundo, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Avantax Planning Partners, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 to $1,000,0001.25%
- $1,000,001 to $2,000,0001.00%
- $2,000,001 to $5,000,0000.75%
- Over $5,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Turnkey tax-focused financial planning and wealth management, including salaried Financial Planning Consultants, best-in-class financial plan development, client development support, firm relationship management, and assistance with paperwork, compliance, and marketing.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 258
- Offices listed on AdvisorFinder:
- 31
- Main office:
- Dubuque, IA
- SEC file number:
- 801-50939
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 18, 2026
View full firm profileOther advisors at Avantax Planning Partners, Inc.
Showing 12 of 258 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melanie Dawn Pozorski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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