CTOs on the Move

Avantax

www.avantax.com

 
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We ...
  • Number of Employees: 250-1000
  • Annual Revenue: $10-50 Million
  • www.avantax.com
  • 3200 Olympus Boulevard Suite 100
    Dallas, TX USA 75019
  • Phone: 972.870.6000

Executives

Name Title Contact Details
Dave Bergh
 Chief Information Security Officer and Vice President of Information Technology Profile

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