Our firm was recently recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2025 in Banff, Canada.
With over 3,000 affiliates at Avantax, only a distinguished few are selected to attend the prestigious Elite Summit. This event honors firms for their outstanding client service and business accomplishments, providing a unique opportunity to network with top firms in the Avantax Community and engage with Avantax leadership.
"We are honored to be recognized alongside such esteemed firms at this prestigious event," said Paula Thielen, Managing Partner at Thielen & Associates, Inc. "This recognition is a testament to the hard work and dedication of our incredible team," Thielen added.
Thielen & Associates, Inc. is committed to meeting the current and future needs of our clients and helping them cultivate long-term success by taking a holistic approach to wealth management. We help them continue to create wealth while minimizing future risks and maximizing economic, environmental, and social value.
About Avantax®
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. For additional information, please visit www.avantax.com.
