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Patrick Allen Tannler

Osaic Wealth, Inc.

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About Patrick Allen Tannler

Patrick Allen Tannler is a financial advisor with over 40 years of experience in the financial services industry. Patrick is currently registered with Osaic Wealth, Inc., where Patrick has been since November 2018. Prior to joining Osaic Wealth, Inc., Patrick was a financial advisor with Signator Investors, Inc. from August 1981 to November 2018 and with John Hancock Mutual Life Insurance Company from August 1981 to May 1997. Patrick is a Series 6, Series 63 and SIE licensed professional and holds a registration in 26 states.

Firm Information

Patrick Tannler is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Patrick Tannler’s Registration & Firm History

MA

11/02/2018 - Present

Osaic Wealth, Inc. (WESTFORD MA)

MA

08/25/1981 - 11/02/2018

SIGNATOR INVESTORS, INC. (ANDOVER MA)

MA

08/25/1981 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 08/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Allen Tannler.
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