Avantax Wm Holdings, Inc. is listed as Sole 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 A
Frequently asked questions
Where does Avantax Wm Holdings, Inc. work?
Avantax Wm Holdings, Inc. is listed as Sole Shareholder at Avantax Planning Partners, Inc. on SEC Form ADV.
How much of Avantax Planning Partners, Inc. does Avantax Wm Holdings, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.