Tanner Johnson (CRD# 6625073) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 7 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Navigation Advisors | Salt Lake City, UT | Feb 2018 - Current | 6 |
| Various Insurance Carriers For W & R Insurance Agencies | Shelley, ID | Jul 2016 - Current | 7 |
| Tanner Johnson | Logan, UT | Sep 2012 - Current | 11 |
| Arete Wealth Management LLC | Chicago, IL | Mar 2018 - Dec 2019 | 1 |
| Waddell & Reed, Inc. | Idaho Falls, ID | Mar 2016 - Feb 2018 | 1 |
| Yellowstone Partners | Idaho Falls, ID | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- ID
- UT
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts2,127ACCOUNTS
-
Average Account Value$143,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, MT, NV, OR, TX, UT, WA, WY
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