For Your Wealth & Planning
For Financial Pros, CPAs & Tax Pros
About
Investor Relations
Careers

Login

Home
Terms of Use

Terms of Use

Terms and conditions

Review the Terms of Use for the Avantax Wealth Management websites.

Avantax Terms and Conditions

3200 Olympus Blvd. Suite 100
Dallas, TX 75019

© 2023 Avantax^®. All Rights Reserved.

Privacy Policies Terms of Use Accessibility

For Your Wealth & Planning

Financial Planning
Wealth Management
Retirement Planning
Helpful Articles & Tips
Calculators

For Financial Pros, CPAs & Tax Pros

Tax Professionals & CPAs
Financial Pros
What Can Avantax^® Do for You?
Meet the Regional Team

About Avantax^®

Leadership
Avantax Planning Partners^SM
News
Market Updates & Articles
Social Hub
Legal & Compliance Policies

Investor Relations

Careers

Disclosures

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.

Home
For Your Wealth & Planning
For Financial Pros, CPAs & Tax Pros
About
Investor Relations
Careers