Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Erpelding, Voigt & Co., L.L.P. 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.
CFP® and CERTIFIED FINANCIAL PLANNER® are trademarks owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Please be advised that Registered Representatives affiliated with Erpelding, Voigt & Co., L.L.P. presently hold FINRA Series 6 and 63 licenses in the state of Iowa. For residents of states in which registration is not held, proper licensing and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Avantax Investment ServicesSM will fluctuate in value and are subject to investment risks including possible loss of principal.