# Avantax Investment Services, Inc.: fundraiser

> Avantax Investment Services, Inc. placed 4 company rounds filed with the SEC, most recently Jun 2023. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/avantax-investment-services-inc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Avantax Investment Services, Inc.

Fundraiser Registered broker-dealer

# Avantax Investment Services, Inc.

FINRA 13686 · placing rounds since Sept 2016

**4** company rounds placed

**0** in the last two years, last Jun 2023

**$77M** sold in the rounds they placed

**50.8%** typical commission; the median firm takes 4.9%

Named on 21 Form D filings as paid to sell the offering: 4 for operating companies, 17 for real estate. 2 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q2

## What they place

- Oil and Gas **100%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **1**
- $5M to $20M **0**
- $20M to $100M **2**
- $100M+ **0**

## Where the companies are

**TX** 3 **PA** 2

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/avantax-investment-services-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/avantax-investment-services-inc?show=all)

Filed Issuer Industry Sold

Jun 2023 Mewbourne Energy Partners 23-A, L.P. Oil and Gas **$25M**

Jun 2022 Mewbourne Energy Partners 22-A, L.P. Oil and Gas **$49M**

Jul 2021 Mewbourne Energy Partners 21-A, L.P. Oil and Gas **$3.1M**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

Jun 2015 Atlas Eagle Ford 2015 L.P. Oil and Gas **-**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**The Strategic Financial Alliance, Inc.** 5 rounds together](https://millionrounds.com/providers/the-strategic-financial-alliance-inc)[**Calton & Associates, Inc.** 5 rounds together](https://millionrounds.com/providers/calton-and-associates-inc)[**The O.N. Equity Sales Company** 5 rounds together](https://millionrounds.com/providers/the-o-n-equity-sales-company)[**Center Street Securities, Inc.** 4 rounds together](https://millionrounds.com/providers/center-street-securities-inc)[**Centaurus Financial, Inc.** 4 rounds together](https://millionrounds.com/providers/centaurus-financial-inc)[**Berthel, Fisher & Company Financial Services, Inc.** 4 rounds together](https://millionrounds.com/providers/berthel-fisher-and-company-financial-services-inc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

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