Strategic Advisers
11yrs
More experience than 64% of advisors at Strategic Advisers
21yrs
Selmir Avdic
Financial advisor at Advice and Planning Services
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 69% of advisors at Advice and Planning Services
OfficeSaint Paul, MO
How the firm is paid ?Percent of assets, Other
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Aug 2025 – nowTiaa-Cref Individual & Institutional Services, LLCCurrent firm
- Jun 2006 – Aug 2006Charles Schwab & CO., Inc.Previously
- Sep 2005 – May 2006Ameriprise Financial Services, LLCPreviously
Questions to ask Selmir
Tailored to Selmir’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Selmir
How do I contact Selmir?
Call Advice and Planning Services at 212-490-9000 and ask for Selmir Avdic. Selmir works from the Saint Paul, MO office.
How long has Selmir been a financial advisor?
Selmir has been in the industry since 2005, about 21 years. More experience than 69% of advisors at Advice and Planning Services.
What licenses does Selmir hold?
Series 66. Tap any license on this page to see what it allows.
Is Selmir a fiduciary?
Selmir is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Selmir paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Selmir for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.