Joshua Havens

Group Product Manager at Avantax Planning Partners - Coppell, TX, US

Joshua Havens's Colleagues at Avantax Planning Partners
Simone Hanna

Marketing Project Manager

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Robert Cfp

Vice President, Advisory Solutions

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David Hutchins

Investment Advisor Representative

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Amy Trast

Financial Advisor

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Brian Schmidt

Manager of Financial Planning Support

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Bridget Rosebeary

Marketing Director, SigniFI Elite Advisor Brands

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Derek Popock

Platform Consultant II

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Joshua Havens's Contact Details
HQ
N/A
Location
Frisco,Texas,United States
Company
Avantax Planning Partners
Joshua Havens's Company Details
Avantax Planning Partners logo, Avantax Planning Partners contact details

Avantax Planning Partners

Coppell, TX, US • 100 - 249 Employees
Financial Services

Avantax® offers a tax-advantaged approach for comprehensive financial planning. Avantax technology, tax and wealth management insights are used by a network of approximately 3,600 independent Avantax Financial Professionals (as of June 30, 2021), to uncover and tailor opportunities across their clients' financial lifecycles to help enable better long-term outcomes. Avantax is part of the wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which had a collective $88 billion in total client assets as of June 30, 2021. Avantax is ranked 13th among independent broker-dealer firms, based on Avantax total revenue as of Dec. 31, 2020 (Source: Financial Planning magazine's IBD Elite 2021, which ranked the top 46 independent broker-dealers based on annual revenue. Avantax reported total revenue of $546.2 million as of Dec. 31, 2020). Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms? Find out more here: https://www.avantax.com/wealth-management/contact Neither Avantax Wealth Management® nor its subsidiaries provide or supervise tax or accounting services. Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Please visit www.Avantax.com/social_policy/ for more information.

Financial Services
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Frequently Asked Questions about Joshua Havens
Joshua Havens currently works for Avantax Wealth Management®.
Joshua Havens's role at Avantax Wealth Management® is Group Product Manager.
Joshua Havens's email address is ***@avantax.com. To view Joshua Havens's full email address, please signup to ConnectPlex.
Joshua Havens works in the Financial Services industry.
Joshua Havens's colleagues at Avantax Planning Partners are Simone Hanna, Robert Cfp, David Hutchins, Amy Trast, Brian Schmidt, Bridget Rosebeary, Derek Popock and others.
Joshua Havens's phone number is N/A
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