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SEC Filing

Document Details
Filing Date
Mar 24, 2023
Document Date
Mar 24, 2023
Form Description
A preliminary proxy statement providing notification matters to be brought to a vote
Filing Group
Proxy Filings
Company
Avantax®
Issuer
AVANTAX, INC.
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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.