AVANTAX PLANNING PARTNERS, INC. is a South Dakota corporation, registered on February 26, 1996. It is based at 3200 OLYMPUS BLVD., SUITE 100, DALLAS, TX, 75019. The company is currently listed as active on the South Dakota register and is registered under company number FB018693. Public records for the company include 1 SoS registration and 1 license. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | AVANTAX PLANNING PARTNERS, INC. |
|---|---|
| Principal address | 3200 OLYMPUS BLVD., SUITE 100DALLAS75019TXUnited States |
| Registration state | South Dakota |
| Status | Active |
| Formed in | Iowa (foreign registration) |
| Home company | AVANTAX PLANNING PARTNERS, INC. · Active |
| Registered | 26 February 1996 (over 30 years ago) |
| Entity type | Corporation |
| Standing | compliant |
| Company number | FB018693 |
| Registered agent | CORPORATION SERVICE COMPANY |
| Source registry | South Dakota Secretary of State · updated 15 June 2026 |
| Public records | 1 SoS registration |
|---|
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| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| South DakotaTHIS | AVANTAX PLANNING PARTNERS, INC. | 1996-02-26 | CORPORATION SERVICE COMPANY | — | Active | |
Filing ID FB018693 Jurisdiction Foreign · CorporationFormed in Iowa Principal address 3200 OLYMPUS BLVD., SUITE 100, DALLAS, TX, 75019 Registered agent CORPORATION SERVICE COMPANY503 S PIERRE ST, PIERRE, SD, 57501-4522 Officers Not reported | ||||||
| Alaska | Avantax Planning Partners, Inc. | 2021-06-11 | Corporation Service Company | Lisa GokDirector, SecretaryJoseph D NearyDirector4 more | Active | |
| Alabama | Avantax Planning Partners, Inc. | 2013-04-23 | CORPORATION SERVICE COMPANY INC | — | Active | |
| Arkansas | AVANTAX PLANNING PARTNERS, INC. | 2021-06-11 | CORPORATION SERVICE COMPANY | ANDY WATTSOfficerANN BRUDEROfficer4 more | Active | |
| Arizona | Avantax Planning Partners, Inc. | 2021-06-07 | Corporation Service Company | Lisa GokOfficer, DirectorKeith ShoresOfficer4 more | Active | |
| California | AVANTAX PLANNING PARTNERS, INC. | 2021-05-14 | CSC - LAWYERS INCORPORATING SERVICE | Andy WattsOfficerKeith ShoresOfficer20 more | Active | |
| Colorado | Avantax Planning Partners, Inc. | 2015-10-13 | CORPORATION SERVICE COMPANY | — | Active | |
| Connecticut | Avantax Planning Partners, Inc. | 2022-05-10 | CORPORATION SERVICE COMPANY | Serge BudevichOfficerTodd MackayOfficer13 more | Active | |
| District of Columbia | Avantax Planning Partners, Inc. | 2010-05-18 | CORPORATION SERVICE COMPANY | Thomas A. GooleyOwnerAndy WattsOwner4 more | Active | |
| Florida | AVANTAX PLANNING PARTNERS, INC. | 2015-05-22 | CORPORATION SERVICE COMPANY | JOSEPH NEARYDirectorSERGE BUDEVICHOfficer13 more | Active | |
| Hawaii | AVANTAX PLANNING PARTNERS, INC. | 2021-06-16 | CORPORATION SERVICE COMPANY | WATTS,ANDYOfficerGOK,LISADirector, Officer4 more | Active | |
| Iowa | AVANTAX PLANNING PARTNERS, INC. | 2020-08-11 | SEARCH NETWORK CORPORATE SERVICES | — | Inactive | |
| Iowa | AVANTAX PLANNING PARTNERS, INC. | 1995-12-01 | CORPORATION SERVICE COMPANY | THOMAS A. GOOLEYDirectorHONKAMP, ARNOLD NOfficer4 more | Active | |
| Idaho | Avantax Planning Partners, Inc. | 2016-08-22 | CORPORATION SERVICE COMPANY | GARY CHAFFINOfficerKeith ShoresOfficer10 more | Active | |
| Illinois | AVANTAX PLANNING PARTNERS, INC. | 2015-06-01 | ILLINOIS CORPORATION SERVICE COMPANY | — | Active | |
| Indiana | AVANTAX PLANNING PARTNERS, INC. | 2015-04-27 | CORPORATION SERVICE COMPANY | — | Active | |
| Kansas | AVANTAX PLANNING PARTNERS, INC. | 2003-11-12 | CORPORATION SERVICE COMPANY | — | Active | |
| Kentucky | AVANTAX PLANNING PARTNERS, INC. | 2016-12-06 | Corporation Service Company | JENNIFER READYOfficerIVAN GRUHLOfficer, Director27 more | Active | |
| Louisiana | AVANTAX PLANNING PARTNERS, INC. | 2021-06-24 | CORPORATION SERVICE COMPANY | GARY L CHAFFINOfficerLISA GOKDirector, Officer4 more | Active | |
| Massachusetts | AVANTAX PLANNING PARTNERS, INC. | 2021-09-24 | CORPORATION SERVICE COMPANY | LOUIE ROSALEZOfficerTHOMAS A. GOOLEYDirector4 more | Active | |
| Maryland | AVANTAX PLANNING PARTNERS, INC | 2021-04-27 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | — | Active | |
| Michigan | AVANTAX PLANNING PARTNERS, INC. | 2018-07-12 | CSC-LAWYERS INCORPORATING SERVICE (COMPANY) | — | Active | |
| Minnesota | Avantax Planning Partners, Inc. | 1996-03-19 | Corporation Service Company | Andy WattsOfficer | Active | |
| Missouri | AVANTAX PLANNING PARTNERS, INC. | 2022-05-12 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | Lisa GokDirector, OfficerKeith ShoresOfficer3 more | Active | |
| Mississippi | Avantax Planning Partners, Inc. | 2021-04-13 | CORPORATION SERVICE COMPANY | Todd C. MackayDirectorJoseph D. NearyDirector2 more | Active | |
| Montana | Avantax Planning Partners, Inc. | 2015-02-12 | CORPORATION SERVICE COMPANY | Joseph D. NearyDirectorTodd C. MackayDirector3 more | Active | |
| North Carolina | Avantax Planning Partners, Inc. | 2021-05-06 | CSC - Delaware | Budevich, SergeOfficerWatts, AndyOfficer2 more | Active | |
| North Dakota | Avantax Planning Partners, Inc. | 2021-04-27 | CORPORATION SERVICE COMPANY | — | Active | |
| Nebraska | AVANTAX PLANNING PARTNERS, INC. | 2015-04-29 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | WINNIE LEEOfficerMIKE CAMPANADirector42 more | Active | |
| New Hampshire | AVANTAX PLANNING PARTNERS, INC. | 2021-05-20 | CORPORATION SERVICE COMPANY | Thomas A GooleyDirectorLisa GokDirector, Officer3 more | Active | |
| New Mexico | Avantax Planning Partners, Inc. | 2009-03-17 | CORPORATION SERVICE COMPANY | LOUIE RosalezOfficerNATALIE HOFFMANNDirector33 more | Active | |
| Nevada | Avantax Planning Partners, Inc. | 2021-04-28 | CORPORATION SERVICE COMPANY* | Todd C MackayDirectorLisa GokDirector, Officer3 more | Active | |
| New York | AVANTAX PLANNING PARTNERS, INC. | 2006-07-05 | CORPORATION SERVICE COMPANY | TODD MACKAY - PRESIDENTOfficer | Active | |
| Ohio | AVANTAX PLANNING PARTNERS, INC. | 2011-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Oklahoma | AVANTAX PLANNING PARTNERS, INC. | 2021-06-16 | CORPORATION SERVICE COMPANY | — | Active | |
| Oregon | AVANTAX PLANNING PARTNERS, INC. | 2021-06-16 | CORPORATION SERVICE COMPANY | TODD MACKAYOfficerCHRISTOPHER RODOfficer | Inactive | |
| Pennsylvania | Avantax Planning Partners, Inc. | 2021-06-15 | — | Joseph D. NearyDirectorLisa GokDirector, Officer3 more | Active | |
| South Carolina | Avantax Planning Partners, Inc. | 2021-06-16 | Corporation Service Company | — | Active | |
| Tennessee | AVANTAX PLANNING PARTNERS, INC. | 2021-05-20 | CORPORATION SERVICE COMPANY | — | Active | |
| Texas | Avantax Planning Partners, Inc. | 2008-12-01 | Corporation Service Company d/b/a CSC-Lawyers Incorporating Service Company | Louie RosalezOfficerLisa GokOfficer2 more | Active | |
| Utah | AVANTAX PLANNING PARTNERS, INC. | 2022-05-19 | CORPORATION SERVICE COMPANY | WINNIE LEEOfficerThomas A GooleyDirector20 more | Active | |
| Virginia | Avantax Planning Partners, Inc. | 2011-06-23 | CORPORATION SERVICE COMPANY | Todd C. MackayOfficerLisa GokOfficer3 more | Active | |
| Vermont | AVANTAX PLANNING PARTNERS, INC. | 2021-05-12 | CORPORATION SERVICE COMPANY | Andy WattsOfficerLisa GokOfficer, Director3 more | Active | |
| Washington | AVANTAX PLANNING PARTNERS, INC. | 2006-03-03 | CORPORATION SERVICE COMPANY | LISA GOKDirectorJOSEPH D NEARYDirector4 more | Active | |
| Wisconsin | AVANTAX PLANNING PARTNERS, INC. | 2015-05-12 | CORPORATION SERVICE COMPANY | — | Active | |
| West Virginia | AVANTAX PLANNING PARTNERS, INC. | 2021-06-24 | CORPORATION SERVICE COMPANY | TODD C. MACKAYDirectorJOSEPH D. NEARYDirector3 more | Active | |
| Wyoming | Avantax Planning Partners, Inc. | 2002-10-30 | Corporation Service Company | — | Active | |
Companies and people linked to AVANTAX PLANNING PARTNERS, INC. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
| State | License / ID | Type | Issued | Status | |
|---|---|---|---|---|---|
| Florida | L026330 | — | — | VALID | |
Federal court records load when you reach this section.
Companies adjacent to AVANTAX PLANNING PARTNERS, INC. in the South Dakota Secretary of State register, in alphabetical order.
11 companies are registered at 3200 OLYMPUS BLVD., SUITE 100, DALLAS — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-07-29. Document getpalm-companies/6245-4775-2886.