| Owner | Title | From | %Ownership |
|---|---|---|---|
| Avantax Wealth Management, Inc. | Shareholder | 12/1986 | > 75% |
| Rod, Chris, G | Treasurer | 08/2016 | < 5% |
| Mackay, Todd, Christopher | President | 04/2020 | < 5% |
| Walton, Wendy, Wynette | Assistant Secretary | 08/2019 | < 5% |
| Watts, Andrew, David | VP, Investment Solutions | 04/2020 | < 5% |
| Avantax WM Holdings, Inc. | Sole Shareholder | 10/2011 | > 75% |
| Avantax, Inc. | Shareholder | 10/2022 | > 75% |
| Project Baseball Sub, Inc. | Shareholder | 12/2015 | > 75% |
| Avantax Holdings, LLC | Shareholder | 10/2022 | > 75% |
| Loner, Melissa, Rilynn | Chief Compliance Officer | 02/2023 | < 5% |
