Broker Check

Our Affiliation with Avantax


There were many reasons I chose to work with Avantax Wealth Management as my broker-dealer. One of the main reasons is their commitment to working with tax professionals and the opportunities they provide for continuing education of their representatives. Unlike many investment firms, Avantax Wealth Management has no proprietary products and allows their representatives to choose whichever product best suits the client’s needs.

As an Avantax Wealth Management Advisor, Mike Mead can implement your personalized plan by choosing from a wide universe of mutual funds, brokerage accounts, annuities, long term care insurance, disability insurance and life insurance.

Headquartered in Irving, Texas, Avantax Wealth Management has over 300 home office employees dedicated to providing Avantax Wealth Management Advisors with some of the industry's best training, technology, investment tools, and financial services know-how and brokerage support.