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Valerie Anne Tanner

Olympus Wealth Management, LLC

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About Valerie Anne Tanner

Valerie Tanner is a financial advisor at Olympus Wealth Management, LLC. Valerie has been in the financial services industry since June 2005. Valerie has a Series 66 license and is registered with the state of Utah. Valerie has worked at Morgan Stanley and Addepar prior to joining Olympus Wealth Management.

Firm Information

Valerie Tanner is currently registered with Olympus Wealth Management, LLC. Olympus Wealth Management, LLC is an investment advisor based in COTTONWOOD HEIGHTS, UT. They manage approximately $852,696,734 in assets for 597 clients. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals, and consulting (multi-family office and private investments). They also select other advisors for their clients. Their client base includes individuals, corporations, charitable organizations, and pooled investment vehicles.
Olympus Wealth Management, LLC

6985 UNION PARK CENTER

COTTONWOOD HEIGHTS, UT 84047

$852.70M

Assets Under Management

Not reported

Total Clients

10

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.

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consulting (multi-family office and private investments)

Consulting (multi-family office and private investments)

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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Valerie Tanner’s Registration & Firm History

UT

09/23/2019 - Present

Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)

UT

07/24/2017 - 11/19/2018

MORGAN STANLEY (SOUTH JORDAN UT)

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Licenses & Designations

BOTH

Issued 04/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Valerie Anne Tanner. Review regulatory record here.
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