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SEC Filing

Document Details
Form
PREM14A
Filing Date
Oct 6, 2023
Document Date
Oct 6, 2023
Form Description
A preliminary proxy statement relating to a merger or acquisition
Filing Group
Mergers & Acquisitions
Company
Avantax®
Issuer
AVANTAX, INC.
Filing Formats
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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.