HKFS? Login Disclosures Join Us Independent Broker-Dealer RIA for CPA Referrals Provide Unmatched Financial Clarity with Tax-Smart Investment Insights Most professionals look at finances the same way, but Avantax Financial Professionals integrate tax information for a comprehensive picture. It’s this unique approach that allows our Financial Professionals to provide a strategic perspective for their clients. They can peek around corners, find hidden opportunities, and provide maximum clarity. Learn More about Avantax CONTACT US Are you an Avantax Client with a question? Your dedicated Avantax Financial Professional should be the first person to speak with. We also offer a customer support team that understands your needs, and is available to answer questions about your account. Available Monday through Friday, 8:00 AM – 5:00 PM CST. Call Us (888) 438-3781 A Tax-Smart Approach to Holistic Financial Services Build wealth for your clients with Avantax Wealth Management’s holistic approach to financial services. As a tax professional, your unique insight into your clients’ financial situation allows you to uncover opportunities that other Financial Professionals often miss. Create tailored plans based on life goals, tax-based financial opportunities, and investment solutions. Support at Every Stage Avantax supports your business in a variety of ways. From covering your FINRA securities registration training to hosting community building events, we’re here to provide you with a robust marketing platform. TAKE THEIR WORD FOR IT KYLE B. OKLAHOMA CITY, OK "This firm has a unique culture in that Financial Professionals truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that. " YOUR FINANCIAL ADVANTAGE Still wondering if Avantax Wealth ManagementSM is right for your business? Contact us to find out more. JOIN AVANTAX About Us Avantax Wealth Management Avantax Planning Partners Avantax Retirement-Planning 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 (972) 870-6000 Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781. Check the background of this firm on FINRA’s BrokerCheck. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. We are proud to celebrate more than 30 years of helping Financial Professionals and their clients pursue a comprehensive approach to financial well-being. The financial services firm of tax professionals