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Michael Todd Odom

Avantax Planning Partners, Inc.

Memphis, TN

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-07-19
  • TN RA
    APPROVED
    Since 2023-07-19

Branch Locations

Memphis, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fouts And Morgan, Certified Public Accountants, P.C. Memphis TN 11/1990 Present
Avantax Planning Partners Memphis TN 07/2023 Present
  • 11/1990 → Present
    Fouts And Morgan, Certified Public Accountants, P.C.
    Memphis, TN
  • 07/2023 → Present
    Avantax Planning Partners
    Memphis, TN
Other Businesses

1) AVANTAX PLANNING PARTNERS POSITION: Independent Advisor Rep NATURE: provide financial planning, provide wealth management advice, provide tax planning, provide estate and gift tax planning, provide investment advice INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/28/2023 ADDRESS: 5431 Rich Rd, Memphis TN 38120-1938, United States DESCRIPTION: Sole owner performing all management functions and providing financial planning , tax planning, wealth management, estate and gift planning, investment advice services to clients 2) FINANCIAL ADVISORY NETWORK, LLC POSITION: member NATURE: provide financial planning,provide wealth managementadvice,provide tax planning,provide estate and gift tax planning,provide investment advice INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/21/2001 ADDRESS: 1715 Aaron Brenner Dr, Ste. 700, Memphis TN 38120, United States DESCRIPTION: annual filingswith secretary of statesign annual tax return filingsoversee financial affairs of LLCmeet with clients to discuss financial and tax situationparticipate in client development meetings 3) FOUTS AND MORGAN, CERTIFIED PUBLIC ACCOUNTANTS, P.C. POSITION: Partner/CPA NATURE: Full service CPA firm providing audit, attest, tax, consulting, accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 11/01/1990 ADDRESS: 1715 Aaron Brenner Dr, Ste. 700, Memphis TN 38120, United States DESCRIPTION: Vice President - oversee payroll and company financial statement preparation - oversee tax department and firm technology - provide CPA services to clients

Designations
Other Names
  • Michael T Odom
  • Michael Odom

View on SEC IAPD

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