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Avantax, Inc.

ShareholderAvantax Planning Partners, Inc.

About Avantax, Inc.

Avantax, Inc. is listed as Shareholder at Avantax Planning Partners, Inc. in Dubuque, IA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Avantax Planning Partners, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Avantax, Inc. work?

Avantax, Inc. is listed as Shareholder at Avantax Planning Partners, Inc. on SEC Form ADV.

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

Form ADV reports a beneficial ownership band of Over 75%.

Avantax Planning Partners, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024
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