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SEC Filing

Document Details
Form
3
Filing Date
Mar 18, 2022
Document Date
Mar 11, 2022
Form Description
Initial filing by director officer or owner of more than ten percent.
Filing Group
3,4,5
Company
Avantax®
Issuer
AVANTAX, INC.
Filer
KOTECHA KANAYALAL AMRITLAL
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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.