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Andrew David Watts

PresidentAvantax Planning Partners, Inc.CRD 4780880

About Andrew David Watts

Andrew David Watts is listed as President at Avantax Planning Partners, Inc. in Dubuque, IA. Form ADV reports a beneficial ownership band of Under 5%. Andrew David Watts is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Avantax Planning Partners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Andrew David Watts work?

Andrew David Watts is listed as President at Avantax Planning Partners, Inc. on SEC Form ADV.

How much of Avantax Planning Partners, Inc. does Andrew David Watts own?

Form ADV reports a beneficial ownership band of Under 5%.

Avantax Planning Partners, Inc.

TitlePresident
OwnershipUnder 5%
Control personYes
Since2024
View Avantax Planning Partners, Inc. →

Avantax Advisory Services, Inc.

TitlePresident & Co-Secretary
OwnershipUnder 5%
Control personYes
Since2024
View Avantax Advisory Services, Inc. →