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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

3200 Olympus Blvd Ste 100 Coppell TX 75019

3201 NW 63rd St Oklahoma City OK 73116

321 Winners Cir Canonsburg PA 15317

3220 Blume Dr Ste 221 San Pablo CA 94806

3210 N Wickham Rd Ste 4 Melbourne FL 32935

324 S Service Rd Ste 118 Melville NY 11747

3250 Kennedy Cir Ste 1 Dubuque IA 52002

3277 W Ridge Pike Ste C302 Pottstown PA 19464

329 Main St Ste 111 Wallingford CT 6492

33000 US Hwy 281 N Ste 4 Bulverde TX 78163

3304 64th St Lubbock TX 79413

3305 Washington Ave Evansville IN 47714

3318 Bridgeport Way W Ste D-6 Tacoma WA 98466

332 Minnesota St Ste W2350 Saint Paul MN 55101

3321 Doris Ave Asbury Park NJ 7712

335 South St Northampton MA 1060

3377 Compton Rd Ste 120 Cincinnati OH 45251

333 Jackson Ave Ste C Grand Haven MI 49417

337 N Main St Ste 13 New City NY 10956

3390 Asbury Rd Dubuque IA 52002

3380 Trickum Rd Bldg 1200 Woodstock GA 30188

34 Main St Wyalusing PA 18853

339 N 1st St Albemarle NC 28001

3395 Sixes Rd Ste 2401 Canton GA 30114

340 N Ave E Fl 3 Cranford NJ 7016

3440 Eastex Fwy Beaumont TX 77703

3424 Wilshire Blvd Ste 1020 Los Angeles CA 90010

3431 Portola Dr Santa Cruz CA 95062

345 E 77th St Apt 6F New York NY 10075

3445 S Dixie Dr Ste 200 Dayton OH 45439

35 Cold Spring Rd Ste 222 Rocky Hill CT 6067

35 Court St Freehold NJ 7728

3512 Ingersoll Ave Des Moines IA 50312

35 E 2nd St Ste 103 Hummelstown PA 17036

35 E High St Ste 102 Carlisle PA 17013

354 Cool Springs Blvd Ste 103 Franklin TN 37067

356 Main St Saranac MI 48881

36 Main St Holmdel NJ 7733

3601 Hempstead Tpke Ste 200 Levittown NY 11756

3638 Walton Way Ext Ste 300 Augusta GA 30909

3601 SE Higgins Dr Vancouver WA 98683

3650 Canton Rd Marietta GA 30066

3653 Cortez Rd W Ste 100 Bradenton FL 34210

367 Panchos Trl Blanco TX 78606

3707 Rossgate Ct Unit C Hamilton OH 45013

3701 Winnetka Ave N Minneapolis MN 55427

3692 Pleasant Valley Rd York PA 17406

3720 SW 141st Ave Ste 200 Beaverton OR 97005

37283 Swamp Rd Ste 802 Prairieville LA 70769

3730 Brownsville Rd Pittsburgh PA 15227

3800 Blackhawk Rd Ste 100 Danville CA 94506

3745 Cherokee St NW Ste 702 Kennesaw GA 30144

3811 W Burbank Blvd Burbank CA 91505

3801 Plank Rd Ste B Fredericksburg VA 22407

3860 GS Richards Blvd Carson City NV 89703

3822 Birney Ave Moosic PA 18507

3845 Attucks Dr Powell OH 43065

411 College Ave Alva OK 73717

3878 W Carson St Ste 220 Torrance CA 90503

3907 Brookridge Dr Mechanicsburg PA 17050

3880 Veterans Memorial Hwy Ste 202 Bohemia NY 11716

394 College Hwy Southwick MA 1077

3908 N Peniel Ave Ste 310 Bethany OK 73008

3962 Pinewood Ln Fort Lauderdale FL 33331

40 N Academy St Wyoming NY 14591

40 Salem St Ste 3 Lynnfield MA 1940

400 1st St S Ste 300 Saint Cloud MN 56301

400 Camarillo Ranch Rd Ste 103 Camarillo CA 93012

400 Robert St N Ste 800 Saint Paul MN 55101

400 Corder Rd Warner Robins GA 31088

400 S Padre Island Dr Ste 101 Corpus Christi TX 78405

4025 Woodland Park Blvd Ste 250 Arlington TX 76013

401 W Grand Ave Ste D Marshall TX 75670

401 N Main St Lancaster SC 29720

400 Washington St Ste 210 Braintree MA 2184

4030 Swiss Ave Dallas TX 75204

4030 Alexandria Pike Newport KY 41076

406 W 3rd St Thibodaux LA 70301

4035 Premier Dr Ste 300 High Point NC 27265

4055 Dowlen Rd Ste 111 Beaumont TX 77706

4071 US Rte 9 Stop 1 Hudson NY 12534

408 Main St Delta OH 43515

408 S 9th St Ste 100 Noblesville IN 46060

408 W Michigan Ave Jackson MI 49201

41 Sportsman Hill Rd Madison CT 6443

410 Jericho Tpke Ste 108 Jericho NY 11753

411 N McGraw St Forney TX 75126

4123 W Shamrock Ln McHenry IL 60050

4243 Dunwoody Club Dr Ste 101 Atlanta GA 30350

4155 Huntington Dr Traverse City MI 49686

414 Remington Plaza Ct Raymore MO 64083

414 S 4th St Gadsden AL 35901

418 Railroad St Ste 102 Danville PA 17821

42 W Campbell Ave Fl 3 Campbell CA 95008

420 North St Jim Thorpe PA 18229

4200 Truxtun Ave Ste 102 Bakersfield CA 93309

421 S Warren St Ste 301 Syracuse NY 13202

4215 23rd St Columbus NE 68601

4550 Linden Hill Rd Ste 100 Wilmington DE 19808

422 W Market St Sandusky OH 44870

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

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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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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