People Moves
Who's Moving Where In Wealth Management? β Avantax
The latest senior moves in North American wealth management.
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.
