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Annual Reports

Annual Reports

2021 Annual Report
March 18, 2022
2020 Annual Report
March 15, 2021
2019 Annual Report
February 28, 2020
2018 Annual Report
March 1, 2019
2017 Annual Report
March 1, 2018
2016 Annual Report
March 1, 2017
2015 Annual Report
May 11, 2016
2014 Annual Report
April 27, 2015
2013 Annual Report
April 21, 2014
2012 Annual Report
May 1, 2013
2011 Annual Report
June 1, 2012
2010 Annual Report
June 1, 2011
2009 Annual Report
June 1, 2010
2008 Annual Report
September 15, 2009
2007 Annual Report
April 10, 2008
2006 Annual Report
June 1, 2007
2005 Annual Report
May 30, 2006
2004 Annual Report
May 22, 2005
2003 Annual Report
May 10, 2004
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Learn more about our firm's background and Financial Professionals on FINRA's BrokerCheck.

Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.