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Login to My Account; Edit Contact Info; Change Password; Payment History; Print Certificate/ Coverage History; Coverage Features; FAQ's; Aon Compensation Disclosure Avantax Wealth Management has helped thousands of Tax Professionals just like you to add financial planning services to your practice. From preparing for exams to learning how to develop wealth management strategies with our 8-point Tax-Smart Framework, a network of coaches, dedicated home office staff, and Avantax Financial Professionals will be at your side to guide you on your journey. Not all Avantax Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781. Avantax SM is a pioneer in tax-smart investing, financial planning, and wealth management.

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Zip Code. NEXT. CANCEL Back English / Español. Request Credentials. Contact us toll-free at 888.557.2622 or via email at retirementplanservices@avantax.com. | The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms.Rule 8312, amendments to the rule and notices related to U.S. Securities and Exchange Commission approval orders, can be viewed here.. State regulators are governed by their public records laws (not FINRA Rule 8312), and may The Avantax Client Kit includes a new client brochure and an eight-page brochure/folder that explains the Avantax Advantage.

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Avantcard DAC is a designated activity company incorporated in Ireland under  The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM  Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer  The Avantax family of companies exclusively provide investment products and services through its representatives.

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Avantax WM Holdings SM is the holding company for the group of companies providing financial services under the Avantax SM 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. Avantax WM Holdings SM is the holding company for the group of companies providing financial services under the Avantax SM 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. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.Investment advisory services offered through Avantax Advisory Services℠.