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Tanner Motske

Trilogy Capital, Inc.

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About Tanner Motske

Tanner Motske is an investment advisor representative with Trilogy Capital, Inc., a registered investment advisor firm. Tanner is a Series 7, 63, and 65 licensed professional. Tanner specializes in providing investment advisory services and financial planning to individuals, families, and small businesses. Tanner has worked in the financial services industry since 2022. Trilogy Capital, Inc. specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. The firm has a team of experienced professionals who are dedicated to helping clients achieve their financial goals.

Firm Information

Tanner Motske is currently registered with Trilogy Capital, Inc.. Trilogy Capital, Inc. is an investment advisor registered with the SEC and located in Irvine, CA. They manage approximately $1.89 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. Trilogy Capital, Inc. also participates in wrap fee programs.
Trilogy Capital, Inc.

2601 MAIN STREET

IRVINE, CA 92614

$1.89B

Assets Under Management

35

Total Clients

68

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 Motske’s Registration & Firm History

CA

06/28/2022 - Present

Trilogy Capital, Inc. (HUNTINGTON BEACH CA)

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Licenses & Designations

BC

Issued 11/10/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tanner Motske.
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