Tanner Greer
Tanner Greer is a registered investment advisor at Hickory Wealth Management, LLC, based in Springfield, MO, with 9 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 192 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual flat fee charged for wrap asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
1334 E. Kingsley #C, Springfield, MO, 65804
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tanner is an agent with Hickory Wealth Management, LLC, focusing on fixed insurance and life insurance sales. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Hickory Wealth Management, LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Independent Financial Partners
LPL Financial LLC
Resources Investment Advisors
LPL Financial LLCBroker
State Registrations3 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.