Kelli Weland

Compliance Officer at Avantax Planning Partners - Coppell, TX, US

Kelli Weland's Colleagues at Avantax Planning Partners
Jon Beehler

Financial Planning Consultant

Contact Jon Beehler

Laura Gillen

Financial Planning Consultant

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Angela I.

Compliance Consultant

Contact Angela I.

Joni Dement

Senior Compliance Advisor

Contact Joni Dement

Curt McMahon

Transition Specialist

Contact Curt McMahon

Jackie Cruse

Financial Services Assistant

Contact Jackie Cruse

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Kelli Weland's Contact Details
HQ
N/A
Location
Dubuque, Iowa, United States
Company
Avantax Planning Partners
Kelli Weland'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
Details about Avantax Planning Partners
Frequently Asked Questions about Kelli Weland
Kelli Weland currently works for Avantax Planning Partners.
Kelli Weland's role at Avantax Planning Partners is Compliance Officer.
Kelli Weland's email address is ***@avantax.com. To view Kelli Weland's full email address, please signup to ConnectPlex.
Kelli Weland works in the Financial Services industry.
Kelli Weland's colleagues at Avantax Planning Partners are Jon Beehler, Jason Ernst, Laura Gillen, Angela I., Joni Dement, Curt McMahon, Jackie Cruse and others.
Kelli Weland's phone number is N/A
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