Lance Grothe

Tax and Financial Planner at Avantax Planning Partners - Coppell, TX, US

Lance Grothe's Colleagues at Avantax Planning Partners
Shanta Gray

Transaction Support Specialist III

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Ravi Damuluri

Software Engineering Manager

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La Shelburne

Financial Planning Consultant

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Samba Njie

Team Lead - Great Lakes & South Central Region Service Team

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Mallory Layfield

Platinum Client Services Consultant

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James Janka

Compliance Manager - Branch Exams

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Lance Grothe's Contact Details
HQ
N/A
Location
Denver,Colorado,United States
Company
Avantax Planning Partners
Lance Grothe'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 Lance Grothe
Lance Grothe currently works for Avantax Wealth Management®.
Lance Grothe's role at Avantax Wealth Management® is Tax and Financial Planner.
Lance Grothe's email address is ***@hdvest.com. To view Lance Grothe's full email address, please signup to ConnectPlex.
Lance Grothe works in the Financial Services industry.
Lance Grothe's colleagues at Avantax Planning Partners are Shanta Gray, Ravi Damuluri, Laurette Dearden, La Shelburne, Samba Njie, Mallory Layfield, James Janka and others.
Lance Grothe's phone number is N/A
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