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Account Protection and Privacy

Account Protection and Privacy

This section provides information around our privacy policy and business continuity planning.

Avantax Privacy Policy
Business Continuity Disclosure Statement

3200 Olympus Blvd. Suite 100
Dallas, TX 75019

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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 Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM and Avantax Planning Partners^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM, Avantax Insurance Services^SM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.

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