Tanner SteppCRD 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.
Level Four Advisory Services
Journey Financial Management, LLC
J.j.b. Hilliard, W.l. Lyons, LLC
|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|
Total Assets Under Management227MILLIONS
Total Number of Accounts848ACCOUNTS
Average Account Value$267,689
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, KY, TN
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