TD
CFA
TD
CFA

Tanner Dance

11 Years of Experience
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
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Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Tanner is a 2.5% owner and member of Tridas Air, LLC, a non-investment related entity. He performs no duties and dedicates minimal time to this activity.

Employment History
Current Registrations
Andina Family Offices
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Core Capital Wealth Management, LLC
September 2020 - June 2022 · 1 yr 9 mos
Onedigital Investment Advisors
September 2020 - April 2022 · 1 yr 7 mos
Core Capital Wealth Management, LLC
March 2020 - September 2020 · 6 mos
Adams Wealth Advisors
October 2017 - January 2020 · 2 yrs 3 mos
Allegis Investment Advisors, LLC
July 2015 - October 2017 · 2 yrs 3 mos
Stratos Wealth Partners, LTD
August 2014 - June 2015 · 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.