Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanner? Claim Your ProfileTanner Vincent Felts is a registered investment advisor representative with NFP Retirement Inc., a firm specializing in providing retirement planning services. Tanner has been in the financial services industry since January 27, 2019. He holds Series 63, 65, 6TO and SIE licenses, as well as an approved registration with the state of Oklahoma. Prior to joining NFP Retirement Inc., Tanner held positions with Triad Advisors LLC and Kestra Investment Services, LLC. He is experienced in providing financial planning and portfolio management services to individuals, corporations and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
01/22/2025 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
OK
03/29/2022 - 04/25/2022
TRIAD ADVISORS LLC (Tulsa OK)
OK
10/22/2020 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Tulsa OK)
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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