couple with financial professionalcouple with financial professional

Ownership Profile

Ownership Profile

ERROR
ERROR
ERROR
ERROR
ERROR
ERROR
ERROR

* Insider values reflect direct beneficial ownership.

Copyright Refinitiv

Sign Up for Avantax Email Alerts

By submitting this form, you are consenting to receive marketing emails from: Avantax, 3390 Asbury Road, Dubuque, IA, 52002, US, http://www.avantax.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

Avantax®
© 2023 Avantax®. All Rights Reserved. Privacy Policies Terms of Use Accessibility

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.