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FUNDRAISING NEWS | July 23, 2024

Avantax Wealth Management Welcomes Noble Oak Financial

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A Georgia wealth team has moved from independent broker-dealer LPL Financial to Avantax. The team, known as Noble Oak Financial, includes advisors Josh Linton and Mike Koltz, along with director of operations and client services Danielle Boutwell. 

As of December 2023, the team managed about $300 million in client assets. The Noble Oak team switched their registrations from LPL to Avantax in June. Linton and Koltz had registered with LPL in 2018, while Boutwell joined in 2020. The advisors have joined Avantax as Form 1099 contractors. Noble Oak Financial, based in Augusta, Georgia, offers traditional wealth management, business and retirement planning services. They also work with employers on retirement plan design and selection. Avantax’s focus on tax-intelligent financial planning aligns with Noble Oak's client service approach.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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