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Avantax Planning Partners

Dallas, Texas

Website:

https://www.avantax.com/planning-partners

106237

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Dallas, Texas

Website:

https://www.avantax.com/planning-partners

Leadership Interview

Company Details

Approximate AUM

$6,377,152,299

Fee model

No items found.

Number of employees

Custodians

No items found.

Description

Locations

1 Cross Island Plz Ste 214 Rosedale NY 11422

1 Avery St Unit 15F Boston MA 2111

1 Cumberland Pl Ste 104 Bangor ME 4401

1 Keuka Business Park Ste 122 Penn Yan NY 14527

1 Gojo Plz Ste 275 Akron OH 44311

1 Madonna Ln Broomall PA 19008

1 Main St Ste 101 Canton NY 13617

1 Tara Blvd Ste 203 Nashua NH 3062

100 Trade Ctr Ste G Woburn MA 1801

10 Allen St Ste 3A Toms River NJ 8753

10 Brook St Ste 235 Asheville NC 28803

10 Kings Hwy Middletown NJ 7748

10 Summit St Ste 6 East Hampton CT 6424

1008 N Lamar Blvd Oxford MS 38655

100 Medway Rd Ste 202 Milford MA 1757

100 N Central Expy Ste 1205 Richardson TX 75080

100 United Dr Ste 3B Versailles KY 40383

1000 73rd St Ste 19 West Des Moines IA 50265

1000 Belcher Rd S Ste 7 Largo FL 33771

1000 W Valley Rd Southeastern PA 19399

1000 Lake Saint Louis Blvd Ste 111 Lake Saint Louis MO 63367

1000 Town Center Dr Ste 200 Oxnard CA 93036

1007 N 8th St Vandalia IL 62471

1004 Princetown Rd Schenectady NY 12306

1008 S Ranch Rd 620 Ste 202 Austin TX 78734

1008B Forrest Ave Nashville TN 37206

101 Decatur Dr Fl 1 Butler PA 16002

101 Fraley Miller Plz Grayson KY 41143

101 Hillside Ave Ste B Williston Park NY 11596

101 S 27th St Boise ID 83702

101 Summit Ave Ste 410 Fort Worth TX 76102

101 W Goodwin Ave Ste 1025 Victoria TX 77901

101 Warren St Elkton VA 22827

10347 Dawsons Creek Blvd Ste C Fort Wayne IN 46825

1010 S Joliet St Ste 109 Aurora CO 80012

1015 Mancaroni Pl Raritan NJ 8869

10103 Tarpon Dr Saint Petersburg FL 33706

103 Ranch Road 620 S Austin TX 78734

10583 Hawthorn Trl Saint Paul MN 55129

1015 W Wise Rd Ste 101 Schaumburg IL 60193

10161 Park Run Dr Ste 150 Las Vegas NV 89145

102 S Main St Creedmoor NC 27522

102 W Hiram St Atlanta TX 75551

1022 3rd Ave Sheldon IA 51201

103 Ramey Rd Houma LA 70360

103 Centennial St Ste E La Plata MD 20646

1022 Jason Pl Diamond Bar CA 91765

103 E Main St New Iberia LA 70560

103 N Avenue F Crowley LA 70526

1039 Millcreek Dr Feasterville Trevose PA 19053

10370 Commerce Center Dr Ste 130 Rancho Cucamonga CA 91730

10425 Babcock Ave Plato MN 55370

105 S Mathews St Bellville TX 77418

10461 Mill Run Cir Ste 720 Owings Mills MD 21117

10500 Little Patuxent Pkwy Ste 640 Columbia MD 21044

105 Layton Rd Clarks Summit PA 18411

105 Red Rock Dr Bovey MN 55709

10530 Crossbay Blvd Ozone Park NY 11417

10580 SW McDonald St Ste 101 Portland OR 97224

106 Malone St Sandersville GA 31082

10659 Leopard St Corpus Christi TX 78410

109 E Main St Everson WA 98247

110 N Independence St Enid OK 73701

107 N 37th St Rogers AR 72756

107 N Lakeview Dr Lake Dallas TX 75065

10710 Baltimore Ave Beltsville MD 20705

1075 Kingwood Dr Ste 201 Kingwood TX 77339

108 N Macarthur Ave Dillon SC 29536

108 E Main St Scio OH 43988

109 Southport Rd Spartanburg SC 29306

1099 Capitol St Ste 202 Eagle CO 81631

11 Allen St Toms River NJ 8753

1100 SW Wanamaker Rd Ste 102 Topeka KS 66604

1101 E Admiral Doyle Dr Ste 106 New Iberia LA 70560

1101 Joliet St Janesville WI 53546

1111 Elm St Ste 16A West Springfield MA 1089

1106 Chestwood Ave Las Vegas NV 89123

1104 19th Ave SW Willmar MN 56201

11108 Zealand Ave N Ste 302 Champlin MN 55316

11075 W Center Street Ext Medina NY 14103

1111 Fayetteville Rd Van Buren AR 72956

1112 E Ohio St Clinton MO 64735

1116 Hwy 59 S Detroit Lakes MN 56501

11175 Cicero Dr Ste 100 Alpharetta GA 30022

112 Main St Mount Morris NY 14510

112 S Main St Dickson TN 37055

112 SW Thomas St Ste 100 Burleson TX 76028

1125 Milwaukee Ave South Milwaukee WI 53172

113 NW 3rd Ave Canby OR 97013

11300 US Hwy 1 Ste 400 North Palm Beach FL 33408

1130 Hooper Ave Toms River NJ 8753

114 S Main St Westby WI 54667

11501 Dublin Blvd Ste 204 Dublin CA 94568

1150 Thorn Run Rd Ste 109 Coraopolis PA 15108

11422 Miracle Hills Dr Ste 100 Omaha NE 68154

1150 N 11th St Beaumont TX 77702

115 S Broad St Kennett Square PA 19348

116 Tradepark Dr Somerset KY 42503

11616 SE Dixie Hwy Hobe Sound FL 33455

117 14th Ave S Nampa ID 83651

Services Offered

No items found.

Recent News

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Avantax continues investing in advisor practices, complementing its suite of succession and buyout options

Cetera taps Todd Mackay as president of Cetera Solutions

The longtime Avantax president has been elevated to his new role as the broker-dealer giant looks ahead to its next growth phase.

Avantax Adds $300M Team from LPL Financial

Advisors Josh Linton and Mike Koltz join from LPL Financial, where they led the wealth management business for a community bank.

Avantax Head Todd Mackay Named President of Cetera Solutions

Andy Watts will take over Mackay’s duties as tax channel leader, overseeing more than 4,000 advisors within Avantax and Cetera Financial Specialists.

Avantax President to Lead Cetera’s Solutions Unit

Todd Mackay, who has led Avantax since 2020, will oversee Cetera’s digital products and investment products and services for advisors and end-clients across the firm’s business models.

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Avantax, Inc. (Avantax) President Todd Mackay has been appointed President of Cetera Solutions. In this role, Mackay will drive end-to-end platform strategy and lead advice delivery across the organization. He will steer the company's growth across various business lines with oversight for all digital products and investment products and services for Cetera advisors and end-clients. Mackay will serve as a member of Cetera's executive leadership team.

Cetera taps Avantax exec Todd Mackay as president

As the president of Cetera Solutions, Mackay will run platform strategy and oversee digital products and investment products and services for Cetera advisors.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Investment Management

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Investment Management

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Match confidence

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video Overview

Getting started

00:53

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Avantax Planning Partners

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Avantax Planning Partners's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Avantax Planning Partners

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Avantax Planning Partners's Ideal Partner

Company Videos

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