Tanner Stepp, financial advisor Bowling Green KY
89 score

Tanner Stepp

CRD Number: 6067748
Current Firm: Landmark Financial Advisors, LLC

Tanner Stepp (CRD# 6067748) is an Investment Advisor Representative working at Landmark Financial Advisors, LLC in Bowling Green, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Landmark Financial Advisors, LLC Bowling Green, KY Sep 2013 - Current 3
Western Kentucky University Bowling Green, KY Aug 2010 - Dec 2013 3
Edward Jones New Albany, IN Jun 2013 - Aug 2013 < 1
Edward Jones Bowling Green, KY Jun 2012 - Aug 2012 < 1
Great Escape Theaters Bowling Green, KY Oct 2011 - Aug 2012 < 1
Cole Pallet Company Camden, TN May 2008 - Jul 2011 3
Office Max Jackson, TN Jul 2007 - May 2008 < 1
Block City Pizza Huntingden, TN Mar 2007 - Jul 2007 < 1
Hollow Rock-bruceton Special School District Bruceton, TN Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Tanner Stepp
Phone Number: 270-782-9222
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    848
    ACCOUNTS
  • Average Account Value
    $267,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, KY, TN

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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