Avantax
Nate Biddick is the Vice President of Community & Advisor Engagement at Avantax Wealth Management, where he is focused on helping tax-smart wealth management firms serve more clients and serve them more completely, thereby delivering profitable growth for Financial Professionals and Avantax. He is responsible for Avantax regional and internal growth consultants, Financial Professional succession planning, education and product partners, and Avantax Financial Professionals’ engagement via networking programs and training. Nate has served tax professionals in launching and growing tax-smart wealth management businesses since 2006.
In his 15 years with Avantax, Nate has partnered with hundreds of CPA firms and Financial Professionals to grow their businesses. He believes that combining tax and wealth management expertise creates the best possible outcomes for clients.
Nate earned a Bachelor of Fine Arts degree from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 securities licenses, as well as the Texas Life and Health Insurance Agent license.
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Avantax
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Avantax helps financial firms grow their client base & optimize marketing spend & mix, through conAvantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within their business: the independent Financial Professional model and the employee-based model. They refer to their independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. They refer to their employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.version-focused SaaS platforms