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Tanner Ryan Welch

Pinnacle Peak Private Client Group, LLC

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About Tanner Ryan Welch

Tanner Ryan Welch is a financial advisor with Pinnacle Peak Private Client Group, LLC. Tanner has been in the financial services industry for over 7 years. Previously, Tanner was a financial advisor at Purshe Kaplan Sterling Investments and BCG Securities, Inc. Tanner is registered with the state of Arizona. Tanner specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Tanner Welch is currently registered with Pinnacle Peak Private Client Group, LLC. Pinnacle Peak Private Client Group, LLC is an investment advisor based in Scottsdale, AZ. They specialize in financial planning, portfolio management for individuals, and pension consulting. The firm has a strong track record with over $338 million in regulatory assets under management. They serve high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Pinnacle Peak also participates in wrap fee programs.
Pinnacle Peak Private Client Group, LLC

18867 N. THOMPSON PEAK PARKWAY

SCOTTSDALE, AZ 85255

$338.44M

Assets Under Management

Not reported

Total Clients

5

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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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 Welch’s Registration & Firm History

AZ

07/17/2020 - Present

Pinnacle Peak Private Client Group, LLC (SCOTTSDALE AZ)

AZ

09/08/2021 - 12/31/2023

PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)

AZ

07/06/2020 - 09/09/2021

BCG SECURITIES, INC. (Scottsdale AZ)

AZ

07/31/2019 - 07/03/2020

J.P. MORGAN SECURITIES LLC (CHANDLER AZ)

AZ

04/11/2018 - 02/22/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 05/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tanner Ryan Welch.
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