Avantax Advisory Services

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Avantax Advisory Services — overview

About

Avantax Advisory Services is a Texas-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include consultative investment management services through investment advisory programs. The wealth manager advises individuals, high net worth individuals, pension and profit sharing plans, corporations, or other business types. Avantax acquired Summit Wealth Advocates in August 2023. Avantax was acquired by Cetera Financial Group in 2023.

Avantax Advisory Services - known decision makers (226)

Position	Location	Asset Class
Investment Advisor Representative	Topeka, US	GEN
Chief Executive Officer	Dallas, US	GEN
Investment Advisor Representative	Dallas, US	GEN
Co-Chief Investment Officer	Dallas, US	GEN
Director, Advanced Case Solutions and Financial Planning	Dallas, US	GEN

Showing 5 of 226 known decision makers Avantax Advisory Services

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