Tanner Leister
Tanner Leister is a registered investment advisor at LPL Financial LLC, based in Menomonee Falls, WI, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
N80W14800 Appleton Ave., Suite 50, Menomonee Falls, WI, 53051
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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 operates under Harvest Wealth Management as a DBA for his LPL business and provides investment advisory services through Independent Advisor Alliance, dedicating nearly full-time hours to each. He also sells non-variable insurance, prepares taxes through Harvest Tax Services (about a quarter of his time), and works as a musician for a few hours per week.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 states
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