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Tanner Friesenhahn

Teamwork Financial Advisors, LLC

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About Tanner Friesenhahn

Tanner Friesenhahn is a financial advisor registered with Teamwork Financial Advisors, LLC. Tanner is a registered representative with FINRA and has a Series 7, Series 66 and SIE license. Tanner has been in the financial industry since 2023. Tanner is a registered investment advisor and has an active license in the state of Texas. Tanner is a dedicated financial advisor who is passionate about helping clients achieve their financial goals. Tanner has experience providing financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Tanner Friesenhahn is currently registered with Teamwork Financial Advisors, LLC. Teamwork Financial Advisors, LLC is a registered investment advisor located in San Antonio, TX. The firm provides financial planning and portfolio management services for individuals and businesses. Teamwork Financial Advisors manages approximately $653,563,110 in assets for 4,115 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm employs 14 licensed agents and 13 investment advisor representatives.
Teamwork Financial Advisors, LLC

8 DOMINION DRIVE BLDG 100-103

SAN ANTONIO, TX 78257

$653.56M

Assets Under Management

2

Total Clients

12

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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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 Friesenhahn’s Registration & Firm History

TX

12/20/2024 - Present

Teamwork Financial Advisors, LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 05/19/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tanner Friesenhahn.
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