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SEC Filing

Document Details
Form
4
Filing Date
May 25, 2023
Document Date
May 23, 2023
Form Description
Statement of changes in beneficial ownership of securities
Filing Group
3,4,5
Company
Avantax®
Issuer
AVANTAX, INC.
Filer
Walters Christopher William
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.