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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

200 W Capitol Ave Ste 1700 Little Rock AR 72201

2000 Comeford Rd Ste 1 Valparaiso IN 46383

2040 W Whispering Wind Dr Ste 149 Phoenix AZ 85085

2000 Kaliste Saloom Rd Ste 300 Lafayette LA 70508

2003 S Horsebarn Rd Ste 4 Rogers AR 72758

2007 W Hedding St Ste 211 San Jose CA 95128

201 Eastern Blvd Essex MD 21221

213 W Main St Danville KY 40422

20335 Ventura Blvd Ste 203 Woodland Hills CA 91364

201 W Padonia Rd Ste 600 Lutherville Timonium MD 21093

204 SE 3rd St Fairfield IL 62837

2084 National Rd Wheeling WV 26003

205 2nd St S Pine River MN 56474

205 E Benson Blvd Ste 122 Anchorage AK 99503

2050 Via Veneto Camarillo CA 93010

2051 Junction Ave Ste 200 San Jose CA 95131

2055 N Kolb Rd Ste 101 Tucson AZ 85715

207 E Broadway Unit 201 Long Beach CA 90802

2082 Business Center Dr Ste 190 Irvine CA 92612

21 Cabrillo St Newport Beach CA 92663

21000 Starflower Way Ashburn VA 20147

21 Tamal Vista Blvd Ste 115 Corte Madera CA 94925

211 Quaker Ln Ste 101 West Warwick RI 2893

2105 River Rd Maumee OH 43537

211 Hospital Dr Corning AR 72422

211 N Center St Lake City IA 51449

212 S Houston Ave Lamesa TX 79331

211 SE Grand Ave Ste B Lees Summit MO 64063

213 Bear Creek Rd Andover NJ 7821

215 Washington St Ste 100 Watertown NY 13601

21327 Gunpowder Rd Manchester MD 21102

2140 Ardmore Blvd Pittsburgh PA 15221

2136 Eureka Way Redding CA 96001

2151 W Hillsboro Blvd Ste 202 Deerfield Beach FL 33442

217 Lucas St Bldg A Mount Pleasant SC 29464

2147 Beecher Rd SW Ste C Atlanta GA 30311

21800 Oxnard St Ste 250 Woodland Hills CA 91367

21800 Oxnard St Ste 200 Woodland Hills CA 91367

21803 Cactus Ave Ste I Riverside CA 92518

2190 Rte 22 Patterson NY 12563

21945 3 Notch Rd Ste 106 Lexington Park MD 20653

2211 Norfolk St Ste 516 Houston TX 77098

220 Red Tail Rd Ste 6 Orchard Park NY 14127

2200 Georgetown Dr Ste 202 Sewickley PA 15143

2210 1st Ave Dodge City KS 67801

2201 Spinks Rd Ste 254 Flower Mound TX 75022

2301 Rosecrans Ave Ste 5100 El Segundo CA 90245

2213 Shenango Valley Fwy Unit 1C Hermitage PA 16148

22232 17th Ave SE Ste 310 Bothell WA 98021

22307 Marine View Dr S Ste 101 Des Moines WA 98198

2217 E Chapman Ave Fullerton CA 92831

2215 Rte 9w Lake Katrine NY 12449

222 Oak Ave Ste 5 Toms River NJ 8753

2222 Chestnut Ave Ste 202 Glenview IL 60026

223 E Thousand Oaks Blvd Ste 405 Thousand Oaks CA 91360

225 2nd St S Great Falls MT 59405

225 Independence Dr Georgetown TX 78633

227 S 7th St Springfield IL 62701

228 E McMurray Rd Ste A Canonsburg PA 15317

22725 Old Canal Rd Yorba Linda CA 92887

2288 Pulaski Hwy Unit D North East MD 21901

23 Corporate Plaza Dr Ste 150 Newport Beach CA 92660

2300 W Pike Blvd Ste 104-B Weslaco TX 78596

230 Holly Ave Brewster MA 2631

2300 Victory Blvd Staten Island NY 10314

2302 W Grand Ave Alhambra CA 91801

2324 Brooklyn Rd Jackson MI 49203

23197 La Cadena Dr Ste 101 Laguna Hills CA 92653

2326 Wisteria Dr Ste 110 Snellville GA 30078

2416 Lakewood Rd Parkville MD 21234

2334 NW Professional Dr Corvallis OR 97330

2327 M St Belleville KS 66935

2432 W Peoria Ave Ste 1049 Phoenix AZ 85029

23401 Leighwood Dr Trenton MI 48183

23546 State Road 54 Lutz FL 33559

2336 Merced St San Leandro CA 94577

23591 El Toro Rd Ste 140 Lake Forest CA 92630

237 Johns St Ste 3 Johnstown PA 15901

237 W 4th St Claremont CA 91711

239 Lincoln Way E Chambersburg PA 17201

237 Johns St Ste 2 Johnstown PA 15901

24 Kellogg St Bethel CT 6801

240 Cedar Knolls Rd Ste 305 Cedar Knolls NJ 7927

240 S Pineapple Ave Ste 204 Sarasota FL 34236

2418 E 117th St Burnsville MN 55337

2418 Old Moulton Rd SW Decatur AL 35603

24304 Red Blaze Dr Damascus MD 20872

2419 Mullan Rd Ste B Missoula MT 59808

2434 Duluth Hwy 120 Ste 110 Duluth GA 30097

2443 Plainfield Ave Ste 2 South Plainfield NJ 7080

2439 N Rockingham St Arlington VA 22207

246 Tierney Dr New Richmond WI 54017

2475 E Nine Mile Rd Ste B Pensacola FL 32514

2485 Wendell Blvd Wendell NC 27591

2493 Richmond Rd Staten Island NY 10306

24961 The Old Rd Fl 2 Stevenson Ranch CA 91381

25 Canalview Mall Fulton NY 13069

25 Lake St N Ste 210 Forest Lake MN 55025

250 E Rincon St Ste 104 Corona CA 92879

250 S Ronald Reagan Blvd Ste 100 Longwood FL 32750

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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Match confidence

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video Overview

Getting started

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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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Investment Management

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Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

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Show your interest

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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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