Amber Allen

Practice Lead, Licensing

Amber Allen is a practice lead in the Licensing department at Avantax Wealth Management, where she oversees the licensing program, identifies areas of improvement and delivers training to advisors and staff on licensing related matters. Amber works to create a collaborative, team-based approach to licensing, working in conjunction with the Compliance, Business Development and other teams.

Since joining Avantax in 2012 as a securities and insurance licensing analyst, Amber also worked as a business development licensing and research specialist before transitioning to her current role. She enjoys having the ability to build purposeful relationships with advisors, assistants, and internal staff throughout their onboarding experience and subsequent maintenance of their registrations along the way.

Amber received her Bachelor of Science degree in business administration from Midland University and her Master of Arts degree in management from Doane University. Prior to Avantax, she gained valuable experience both within and outside of the financial services industry as a 1035 exchange/transfer specialist and an annuity quality verification trainer at Lincoln Benefit Life and a customer service representative at PFS Web.