Avantax

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Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.

Company Details

Employees
555
Founded
-
Address
3200 Olympus Blvd,
Phone
+1 814 425 3953
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
avantax.de
Keywords
Dallas.
HQ
Dallas, Texas
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Avantax Questions

News

Advisor moves: LPL nabs $715M team from Cetera's Avantax community - InvestmentNews

Advisor moves: LPL nabs $715M team from Cetera's Avantax community InvestmentNews

Former Avantax team with $715m joins LPL Financial - Citywire

Former Avantax team with $715m joins LPL Financial Citywire

CBIZ recruits new CIO from Avantax Wealth - Crain's Cleveland Business

CBIZ recruits new CIO from Avantax Wealth Crain's Cleveland Business

Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration - Business Wire

Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration Business Wire

M&A roundup: Avantax and Marsico Financial expand - Accounting Today

M&A roundup: Avantax and Marsico Financial expand Accounting Today

Former Avantax gatekeeper outlines ambitions as CIO for CBIZ wealth unit - Citywire

Former Avantax gatekeeper outlines ambitions as CIO for CBIZ wealth unit Citywire

Avantax Acquires Assets of WealthCare Financial with Approximately $180 Million in Assets Under Administration - PR Newswire

Avantax Acquires Assets of WealthCare Financial with Approximately $180 Million in Assets Under Administration PR Newswire

Avantax Picks Up $143 Million Advisor From Edward Jones - Wealth Solutions Report

Avantax Picks Up $143 Million Advisor From Edward Jones Wealth Solutions Report

Avantax's former top gatekeeper lands CIO role in CBIZ's wealth unit - Citywire

Avantax's former top gatekeeper lands CIO role in CBIZ's wealth unit Citywire

Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA - CPA Practice Advisor

Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA CPA Practice Advisor

Avantax Adds $300M Team from LPL Financial - wealthmanagement.com

Avantax Adds $300M Team from LPL Financial wealthmanagement.com

35-year veteran LPL advisor defects to Avantax - InvestmentNews

35-year veteran LPL advisor defects to Avantax InvestmentNews

Cetera To Acquire Avantax For $1.2 Billion - Wealth Solutions Report

Cetera To Acquire Avantax For $1.2 Billion Wealth Solutions Report

Top Avantax gatekeeper exits firm - Citywire

Top Avantax gatekeeper exits firm Citywire

Avantax president accounts for a brand-new era - InvestmentNews

Avantax president accounts for a brand-new era InvestmentNews

Avantax strikes deal for $760M wealth business - InvestmentNews

Avantax strikes deal for $760M wealth business InvestmentNews

Avantax welcomes ex-Ameriprise advisor in “full circle” moment - InvestmentNews

Avantax welcomes ex-Ameriprise advisor in “full circle” moment InvestmentNews

Cetera completes Avantax acquisition, adding $82B AUA - InvestmentNews

Cetera completes Avantax acquisition, adding $82B AUA InvestmentNews

Father-son advisor duo hops to LPL from Avantax - InvestmentNews

Father-son advisor duo hops to LPL from Avantax InvestmentNews

Cetera deal for Avantax shows boom continues for wealth management assets - InvestmentNews

Cetera deal for Avantax shows boom continues for wealth management assets InvestmentNews

Commonwealth adds Avantax team overseeing $223M - InvestmentNews

Commonwealth adds Avantax team overseeing $223M InvestmentNews

Avantax hit with shareholder suit alleging merger misinformation - InvestmentNews

Avantax hit with shareholder suit alleging merger misinformation InvestmentNews

Avantax CEO in line to receive $21.6 million golden parachute - InvestmentNews

Avantax CEO in line to receive $21.6 million golden parachute InvestmentNews

Avantax Welcomes New Independent Financial Advisors with approximately $390 Million in Combined Assets - Business Wire

Avantax Welcomes New Independent Financial Advisors with approximately $390 Million in Combined Assets Business Wire

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business - CPA Practice Advisor

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business CPA Practice Advisor

Cetera Closes on Avantax Acquisition - wealthmanagement.com

Cetera Closes on Avantax Acquisition wealthmanagement.com

Cetera’s top gatekeeper outlines Avantax team merger - Citywire

Cetera’s top gatekeeper outlines Avantax team merger Citywire

Avantax Announces $1.7B in Newly Recruited Assets in 2022 - wealthmanagement.com

Avantax Announces $1.7B in Newly Recruited Assets in 2022 wealthmanagement.com

Avantax to be Acquired by Cetera for $1.2B - wealthmanagement.com

Avantax to be Acquired by Cetera for $1.2B wealthmanagement.com

Cetera Completes Acquisition of Avantax - CPA Practice Advisor

Cetera Completes Acquisition of Avantax CPA Practice Advisor

Top Avantax gatekeeper outlines 2025 model portfolio updates - Citywire

Top Avantax gatekeeper outlines 2025 model portfolio updates Citywire

Cetera Holdings Announces Close of Avantax Acquisition - PR Newswire

Cetera Holdings Announces Close of Avantax Acquisition PR Newswire

Avantax gatekeepers press pause on mid-cap search - Citywire

Avantax gatekeepers press pause on mid-cap search Citywire

Cetera closes Avantax acquisition - Citywire

Cetera closes Avantax acquisition Citywire

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business - GlobeNewswire

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business GlobeNewswire

Avantax Onboards Trust Matters Financial Founder Carolyn Bare - Pulse 2.0

Avantax Onboards Trust Matters Financial Founder Carolyn Bare Pulse 2.0

Avantax gatekeeper exits to head research at $600m RIA - Citywire

Avantax gatekeeper exits to head research at $600m RIA Citywire

Former Avantax Advisors Cite Service Decline, Mounting Fees, Shrinking Payouts - wealthmanagement.com

Former Avantax Advisors Cite Service Decline, Mounting Fees, Shrinking Payouts wealthmanagement.com

Avantax Brand Isn't Going Anywhere: Cetera's Durbin - ThinkAdvisor

Avantax Brand Isn't Going Anywhere: Cetera's Durbin ThinkAdvisor

Avantax's parent to adopt its name, spin off TaxAct for $720M - financial-planning.com

Avantax's parent to adopt its name, spin off TaxAct for $720M financial-planning.com

Cetera Closes Avantax Acquisition, Adds $82 Billion In Assets - Barron's

Cetera Closes Avantax Acquisition, Adds $82 Billion In Assets Barron's

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings - GlobeNewswire

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings GlobeNewswire

$35M Avantax golden parachutes highlight role of compensation in M&A - financial-planning.com

$35M Avantax golden parachutes highlight role of compensation in M&A financial-planning.com

Finastra Names Ex-Avantax CEO Chris Walters as New Chief Executive - PYMNTS.com

Finastra Names Ex-Avantax CEO Chris Walters as New Chief Executive PYMNTS.com

Independent Broker-Dealer Cetera to Buy Avantax for $1.2 Billion - AdvisorHub

Independent Broker-Dealer Cetera to Buy Avantax for $1.2 Billion AdvisorHub

Why Cetera's $1B Avantax Deal Is a 'Powerful' Move - ThinkAdvisor

Why Cetera's $1B Avantax Deal Is a 'Powerful' Move ThinkAdvisor

Avantax imposes new fee on held-away accounts - InvestmentNews

Avantax imposes new fee on held-away accounts InvestmentNews

HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms - CPA Practice Advisor

HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms CPA Practice Advisor

Avantax Acquires Warner Finance - CPA Practice Advisor

Avantax Acquires Warner Finance CPA Practice Advisor

Avantax Wealth Management Review: Services, Pros & Cons - Investopedia

Avantax Wealth Management Review: Services, Pros & Cons Investopedia

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