Tanner Utley is a registered investment advisor at Visionx Wealth Partners, based in Fort Dodge, IA, with 10 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 281 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VisionX Wealth Partners charges up to 1.65% of your portfolio annually for its Wealth Management Program. This fee is deducted quarterly. This fee does not include the internal advisory fees and expenses charged by mutual funds held in your account.
Location
31 South 21st Street, Fort Dodge, IA, 50501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tanner is a board member and treasurer for Fort Dodge Country Club, a board member for Unity Point Health - Trinity, and an assistant wrestling coach at Fort Dodge Senior High School. He also owns rental property through TLEJJ Investments LLC.
Employment History
Current Registrations
Visionx Wealth Partners
Previous Registrations
Nielsen Financial Management, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations1 state
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.