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Ben Clark Tanke

Petersen Hastings Wealth Advisors, Inc.

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About Ben Clark Tanke

Ben Tanke is an Investment Advisor Representative with Petersen Hastings Wealth Advisors, Inc. Ben Tanke has been in the financial services industry since 1999. Ben Tanke has experience in investment management for individuals and businesses, pension consulting, and financial planning.

Firm Information

Ben Tanke is currently registered with Petersen Hastings Wealth Advisors, Inc.. Petersen Hastings Wealth Advisors, Inc. is a wealth management firm based in Kennewick, WA. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Their client base includes high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. They currently manage over $1 billion in assets for their clients.
Petersen Hastings Wealth Advisors, Inc.

8203 W QUINAULT

KENNEWICK, WA 99336

$1.12B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ben Tanke’s Registration & Firm History

WA

10/14/2016 - Present

Petersen Hastings Wealth Advisors, Inc. (KENNEWICK WA)

WA

09/08/2015 - 10/05/2015

UMPQUA INVESTMENTS, INC. (Kennewick WA)

WA

05/17/2011 - 09/09/2015

LPL FINANCIAL LLC (KENNEWICK WA)

OR

12/12/2006 - 05/20/2011

FINTEGRA, LLC (HERMISTON OR)

WA

12/16/2004 - 08/21/2006

WM FINANCIAL SERVICES, INC. (RICHLAND WA)

MN

05/28/1999 - 12/14/2004

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ben Clark Tanke.
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