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SEC Filing

Document Details
Form
DEFA14A
Filing Date
Feb 15, 2023
Document Date
Feb 15, 2023
Form Description
Additional proxy soliciting materials - definitive
Filing Group
Proxy Filings
Company
Avantax®
Issuer
AVANTAX, INC.
Filing Formats
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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.