AVTA
Avantax, Inc. Common StockAVTA
AVTA
Delisted
AVTA was delisted on the 27th of November, 2023.
About: Avantax Inc is a provider of integrated tax-focused wealth management services and software, assisting consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms. The firm has two distinct models in business: the independent Financial Professional model and the employee-based model. It refers to the independent Financial Professional model as Avantax Wealth Management offering services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries. The employee-based model refers to Avantax Planning Partners offering services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with financial planning and advisory services.
Employees: 727
Financial journalist opinion
Neutral
Business Wire
2 months ago
Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, With Approximately $80 Million in Assets Under Administration
DALLAS--(BUSINESS WIRE)--Avantax, a community of tax-focused financial professionals within Cetera, welcomes veteran financial advisor Toby Brazzel, who joined Avantax because he wanted a financial services partner who would help him build a multi-generational advisory practice in which his son and wife could be more actively and directly involved. Brazzel transferred to Avantax from Allstate Financial Services, LLC, where he had approximately $80 million in client assets under administration a.
Neutral
Business Wire
3 months ago
Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration
DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, has acquired the assets of Sweeney Kovar, LLP, a wealth management and accounting firm affiliated with Avantax for nearly 25 years. Founded in 1984 by veteran financial professionals Kevin M. Sweeney, CPA, PFS, and Joseph C. Kovar, CPA, PFS, the firm's wealth management business had approximately $180 million in assets under administra.
Neutral
Business Wire
5 months ago
Avantax Welcomes Independent Financial Advisor Andrew Erickson
DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes independent financial advisor Andrew Erickson, CFP® CEPA®, founder of ClearGuide Wealth LLC. Based in the Chicagoland area, Erickson transferred to Avantax after eight years with Edward Jones, where he had approximately $143 million in client assets under administration as of July 30, 2024*. Erickson joined Avantax because of.
Neutral
Business Wire
6 months ago
Avantax National Conference Focuses Financial Professionals on Evolving from Fiduciary to Stewardship Relationships with Clients
DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, conducted its largest-ever National Conference in San Diego attended by more than 1,300 Financial Professionals, Wealth Management Assistants, Home Office staff, and Partners. Kicking off the conference – themed “Charting the Course” – Avantax Wealth Management President Andy Watts, CFP®, reminded attendees that the core of the Avantax.
Neutral
Business Wire
6 months ago
Avantax Welcomes Independent Financial Advisor Carolyn Bare, Founder of Trust Matters Financial
DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes independent financial advisor Carolyn Bare, founder of Trust Matters Financial, a wealth management firm that prioritizes working with small-business owners and clients who want legacy planning and wealth transfer advice. Based in Greenville, South Carolina, Bare has more than 16 years of licensed experience in the financial s.
Neutral
Business Wire
7 months ago
Avantax Welcomes New Independent Financial Advisors with approximately $390 Million in Combined Assets
DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes several new independent financial advisors who have affiliated with Avantax to help strengthen their ability to offer clients comprehensive tax-intelligent financial services. Financial Professionals transferring to Avantax want the tax-intelligent tools, technology, resources and Home Office support needed to help clients pur.
Neutral
Business Wire
7 months ago
Avantax Acquires SEP Financial Services from Veteran Independent Financial Advisor Stephen E. Plain
DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, has acquired SEP Financial Services, founded by veteran independent financial advisor Stephen E. Plain, who's been affiliated with Avantax for 25 years. Plain chose to evolve his relationship with Avantax as the core to his succession plan, which involves his practice and clients transitioning to Avantax Planning Partners℠ (APP), the e.
Neutral
Business Wire
9 months ago
Avantax Welcomes Veteran Financial Advisor Ali Kazemi and His Northern California-Based Sentinel Financial Group
DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes financial advisor Ali Kazemi, a seasoned professional with more than 30 years of financial services experience. Based near San Francisco, Kazemi has been an independent financial professional since 2009. He was previously affiliated with LPL Financial where he had approximately $60 million in client assets under administration.
Neutral
GlobeNewsWire
9 months ago
Avantax Wealth Management Welcomes Noble Oak Financial
DALLAS, July 23, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes financial advisors Josh Linton, CPFA® and Mike Koltz, CPFA® , and their director of operations and client services Danielle Boutwell, CPFA® . Linton and Koltz, founders of Noble Oak Financial, were previously affiliated with LPL Financial and had approximately $300 million in client assets under administration as of December 2023*.
Neutral
GlobeNewsWire
10 months ago
Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets
DALLAS, July 17, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc., a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes financial advisors John Surace, Kelly Powers and their S&P Financial Services team, based in Hauppauge, New York, in the heart of Long Island. Transferring to Avantax from Osaic, the team has approximately $150 million in client assets under administration as of June 2024*.
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