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Avantax Disclosure Catalog (ADC)
College Savings Plans

College Savings Plans

This section provides information about the Cash Sweep program

529 College Savings Plan Disclosure Form
Mutual Fund Buyer’s Guide
Bank Deposit Sweep Program

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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