Steven Tanner
Steven Tanner is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in South Hill, VA, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
805 N. Mecklenburg Ave., Suite 4, South Hill, VA, 23970
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Steven is an insurance broker selling fixed insurance products since 1996, dedicating a few hours per week to this activity. He is also a financial advisor at Capitol Financial Solutions (full-time) and a member of two LLCs (Nikao LLC and TTP LLC) that own buildings and generate rental income.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securian Financial Services, INC.
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
State Registrations16 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.