Who's Moving Where In Wealth Management? – Avantax

Editorial Staff

2 December 2024

Avantax
Chicago-based Andrew Erickson, founder of ClearGuide Wealth, is joining Avantax after an eight-year stint at Edward Jones.

While affiliated with his previous firm, Erickson had about $143 million in client assets under administration as of July 30, 2024.

Avantax is a financial planning and wealth management firm that is part of the Cetera Holdings group of firms.

See here for a recent arrival of advisors to Avantax.