Amanda Beth Young

CFP

Avantax Planning Partners, INC.

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Avantax Planning Partners, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

265 advisors

Number of Clients

8,371 clients

Average Client Portfolio

$828K average

Assets Under Management

$6.9B

Fee Structure

Location

Saint Louis, MO

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cetera Wealth Services, LLCBroker

September 2025 - Present · 5 mos

Avantax Planning Partners, INC.

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Avantax Investment Services, INC.Broker

December 2023 - September 2025 · 1 yr 9 mos

Rockefeller Financial LLCBroker

November 2022 - November 2023 · 1 yr

Rockefeller Capital Management

August 2022 - November 2023 · 1 yr 3 mos

Krilogy Financial LLC

March 2019 - May 2021 · 2 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

December 2016 - March 2019 · 2 yrs 3 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2016 - March 2019 · 2 yrs 11 mos

State Registrations2 states

AZMO

AdvisorBrokerBoth

Exams

No exam information available for this advisor.