Christopher Tanner (CRD# 6800859) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has over 5 years of experience in the finance industry.
CRD# 6290767
Cambridge Financial Advisors, LLC
CRD# 2363536
Ee&a Investment Management
CRD# 6401666
Cambridge Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plan & Act | Buena Vista, CO | Jan 2020 - Current | 4 |
| Cambridge Financial Advisors | Buena Vista, CO | Jan 2019 - Dec 2019 | < 1 |
| Wheaton College | Wheaton, IL | Sep 2015 - Dec 2018 | 3 |
| Wheaton College | Wheaton, IL | Aug 2015 - Dec 2018 | 3 |
| Northwestern Mutual | Troy, MI | May 2018 - Nov 2018 | < 1 |
| Camp Cedarridge | Plymouth, MI | Jun 2014 - Jul 2018 | 4 |
| Hoover And Associates Financial Services, Inc. | Royal Oak, MI | May 2017 - Dec 2017 | < 1 |
| Southfield Christian School | Southfield, MI | Apr 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- CO
- FL
- OH
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts321ACCOUNTS
-
Average Account Value$118,380
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, FL, MI, OH
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