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Rossby Financial, LLC | CFP ® (Certifications)

location

MELBOURNE, FL

disclosure

1 Disclosures

ADVISOR BIO

Tanner Branam is a financial advisor at Rossby Financial, LLC, a firm headquartered in Melbourne, FL. Tanner has over 15 years of experience in the financial services industry and is a Certified Financial Planner™. Tanner specializes in providing financial planning, portfolio management, and family office services to individuals and families. Tanner has a deep understanding of the financial markets and can help clients develop a personalized financial plan that meets their specific needs and goals. Tanner is committed to providing clients with the highest level of service and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

0 Disclosures

ADVISOR BIO

Tanner William Hinck is a registered representative with RBC Capital Markets, LLC. Tanner has been in the industry since 2022 and has passed the Series 7TO, Series 99TO, and SIE exams. Tanner is based out of the RBC Capital Markets, LLC branch office in Minneapolis, MN and has been registered with the firm since August 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Scottsdale, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Thorsrud is a financial advisor who has been in the industry since 2017. Tanner is registered in Arizona and Texas and is associated with Vanguard Advisers, Inc. Tanner specializes in financial planning, portfolio management, and selection of other advisers. Tanner holds the Series 63, Series 7, and SIE licenses. Tanner has a CFP designation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

LA JOLLA, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tanner John Carter is a financial advisor with RBC Capital Markets, LLC, with over 4 years of experience in the financial industry. Tanner is registered with the state of California and Texas and holds the Series 66, Series 7TO and SIE licenses. Tanner's area of expertise include financial planning and portfolio management. Tanner's primary focus is serving high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Tanner has a deep understanding of the financial markets and is committed to providing personalized advice and investment strategies to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prime Capital Financial

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Tanner Little is an investment advisor representative with Prime Capital Financial, licensed in Texas. Tanner holds Series 7TO, Series 63 and Series 65 licenses. Tanner specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Tanner is licensed and has experience working with a variety of client types, including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Prior to joining Prime Capital Financial, Tanner worked at J.P. MORGAN SECURITIES LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Tanner Binion is an Investment Advisor Representative with Fisher Investments, registered in Texas since August 20, 2024. Tanner specializes in working with a variety of clients including high net worth individuals, other investment advisors, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Tanner holds a Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Tanner Hamilton is an investment advisor representative currently registered with Mariner Wealth. Tanner has been in the financial industry for over 8 years. Prior to joining Mariner Wealth, Tanner worked for Foresters Financial Services, Inc. Tanner holds a Series 63, Series 65, and Series 26 licenses, in addition to having passed the SIE and Series 6 examinations. Tanner is registered with the state of California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Captrust | CFP ® (Certifications)

location

RALEIGH, NC

0 Disclosures

ADVISOR BIO

Tanner William Fields is a financial advisor registered with Captrust in Raleigh, North Carolina. Tanner is a Certified Financial Planner™ professional who provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Tanner has been in the financial industry since 2020 and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Tanner is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Hsbc Securities (usa) Inc. | CFA ® (Certifications)

location

NEW YORK, NY

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Tanuja Pulakhandam is an investment advisor representative at HSBC Securities (USA) Inc., where she has been registered since 2015. Tanuja's professional experience in the financial services industry began in 2004. Previously, Tanuja worked at BISYS Fund Services Limited Partnership. Tanuja holds the Series 66, Series 7 and SIE securities licenses. Tanuja also holds the Chartered Financial Analyst designation.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

San Francisco, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tanvi Pradhan is a registered representative and investment advisor representative with BlackRock Investment Management, LLC. Tanvi has been in the securities industry since 2015 and has held positions with RBC Capital Markets, LLC and RBC Wealth Management. Tanvi has a Series 7 and Series 66 license and a SIE license. Tanvi is licensed in 53 states and the District of Columbia. Tanvi specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Tanvi is also a member of the investment committee for Girl Scouts of Northern California.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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