Avantax Disclosure Catalog (ADC)
Advisory Services
This section provides information about Avantax Advisory Services & the fee based products available.
Form ADV 2A – Disclosure Brochure
Form ADV 2A – Appendix 1 IMS Access Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Gateway Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Flex Choice Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Portfolio Choice Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Prime Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Select Portfolios Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Unified Choice Wrap Program Brochure
Fee Only Variable Annuity Disclosure Form
Fee Only Indexed Annuity Disclosure Form