Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanner? Claim Your ProfileTanner Phelps is an investment advisor representative with CliftonLarsonAllen Wealth Advisors, LLC. Tanner has been in the financial services industry since 2019. Tanner holds the Series 7TO, Series 63, and Series 65 licenses, and is a Certified Financial Planner. Tanner's experience includes roles at Northwestern Mutual Investment Services, LLC, Morgan Stanley, and E*TRADE Securities LLC. Tanner specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Tanner's firm has a total of $7.98 billion in regulatory assets under management.
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.
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2
CA
01/07/2025 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Roseville CA)
CA
02/10/2023 - 09/18/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
01/11/2023 - 01/12/2023
MORGAN STANLEY (ROSEVILLE CA)
CA
07/21/2020 - 01/12/2023
E*TRADE SECURITIES LLC (ROSEVILLE CA)
CA
12/23/2019 - 07/22/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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