Kerry Tanner
Kerry Tanner is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Tempe, AZ, with 44 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1968 E. E Baseline Road, Suite F-104, Tempe, AZ, 85283
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 1986Customer Dispute
February 1986Other Business ActivitiesSells Insurance
Kerry is an insurance agent offering various types of insurance, dedicating a few hours per week. Kerry also works as a tax preparer and assists clients with data gathering for Trust Docs Online, in addition to volunteering on a homeowners board.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Sentra Securities CORP
Sentra Securities CorporationBroker
Jody Humber C.F.P. LTD.Broker
Private Ledger Financial Services, IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.