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Tanner Bartlow

Forthright Capital Advisory

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About Tanner Bartlow

Tanner Bartlow is an investment advisor representative with Forthright Capital Advisory. Tanner has been in the financial industry since 2019 and is currently registered in Michigan. Tanner has Series 66 and Series 7TO licenses and a SIE exam.

Firm Information

Tanner Bartlow is currently registered with Forthright Capital Advisory. Forthright Capital Advisory is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They advise a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. As of their latest regulatory filing, they manage over $64 million in assets.
Forthright Capital Advisory

7251 W LAKE MEAD BLVD, STE 300

LAS VEGAS, NV 89128

$64.99M

Assets Under Management

Not reported

Total Clients

23

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 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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Tanner Bartlow’s Registration & Firm History

NV

02/15/2024 - Present

Forthright Capital Advisory (LAS VEGAS NV)

MI

11/28/2022 - 07/05/2023

J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)

MI

06/17/2019 - 11/14/2022

EQUITABLE ADVISORS, LLC (TROY MI)

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Licenses & Designations

BOTH

Issued 08/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Tanner Bartlow. Review regulatory record here.
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