Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanis? Claim Your ProfileTanis Leuthold Kelly is a registered Investment Advisor Representative (IAR) associated with McManus Cooper. Tanis is licensed to provide investment advice in California. Tanis has been in the industry since January 2015 and has prior experience with companies such as TK Settlement Consulting, Settlement Alliance - West, Greystone Advisory Group, Securities America Advisors, Inc. and Cooper McManus. Tanis specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
01/19/2024 - Present
McManus Cooper (San Francisco CA)
Active
Inactive
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