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SEC Filing

Document Details
Form
4
Filing Date
Mar 2, 2023
Document Date
Feb 28, 2023
Form Description
Statement of changes in beneficial ownership of securities
Filing Group
3,4,5
Company
Avantax®
Issuer
AVANTAX, INC.
Filer
Murray Stacy
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.