ADVIZRS INC
DELAND, FLORIDA

ADVIZRS INC is a Florida-based company established on February 07, 2011. Registered under the status of DOMP and located in Deland, Volusia County, it serves primarily as a retirement plan consultant. The company focuses on providing comprehensive guidance for corporations and tax-exempt organizations to design effective retirement plans that meet fiduciary standards and offer optimal value to participants. The firm is deeply embedded in the retirement planning industry with over 42 years of combined expertise under the leadership of its key advisor, Sam Kneuper. Recognized for his specialized knowledge in ERISA, IRS, and DOL regulations, Sam helps clients implement best practices in plan design and investment strategies for various retirement accounts such as 401(k), 403(b), 457, profit sharing, and pension plans. ADVIZRS INC operates from multiple contact points with a notable mailing address at 111 Bedford Ct, DeLand, FL, alongside several phone numbers. Its headquarters website provides further details about its services. The company holds an official filing number P11000012731 and is regulated under Fei Number 274805086. Currently, Kelly S Carlson holds key positions as both President and Treasurer of the company, ensuring strategic leadership and financial oversight. ADVIZRS INC underscores its commitment to professional excellence through education, industry engagement, including relationships with ERISA attorneys, plan auditors, employee benefit specialists, and TPA firms, facilitating a robust support system for their clients.

KEY FACTS ABOUT ADVIZRS INC

Company name
ADVIZRS INC
Status
Active
Filed Number
P11000012731
FEI Number
274805086
Date of Incorporation
February 7, 2011
Age - 15 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://advizrs.com
Phones
(813) 760-1769
(877) 752-3849
(830) 822-4400
(386) 873-2869

ADVIZRS INC NEAR ME

Principal Address
111 BEDFORD CT,
DELAND,
FL,
32724

See Also

Officers and Directors

The ADVIZRS INC managed by the two persons from DELAND on following positions: President, Treasurer

Kelly S Carlson

Position
President Active
From
DELAND, FL

Kelly S Carlson

Position
Treasurer Active
From
DELAND, FL





Registered Agent is Kelly S Carlson

From
DELAND, 32724

Annual Reports

2025
February 17, 2025
2024
January 9, 2024