Tanner Bortnem (CRD# 6404679) is an Investment Advisor Representative working at Harmoney Wealth, Pllc in Gilbert, AZ and has over 7 years of experience in the finance industry. Tanner Bortnem has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Harmoney Wealth, Pllc | Gilbert, AZ | Feb 2020 - Current | 4 |
Birch Tree Estate Planning, Pllc | Gilbert, AZ | Dec 2018 - Current | 5 |
Vora Wealth Management, Pllc | Flagstaff, AZ | Mar 2019 - Feb 2020 | < 1 |
Vora Wealth Management, Pllc | Flaggstaff, AZ | Nov 2018 - Mar 2019 | < 1 |
Lpl Financial, LLC | Tempe, AZ | Feb 2017 - Nov 2018 | 1 |
Oneaz Credit Union | Tempe, AZ | Jan 2017 - Nov 2018 | 1 |
First Nebraska Trust Company | Lincoln, NE | May 2015 - Jan 2017 | 1 |
Lpl Financial, LLC | Cottonwood, AZ | Apr 2015 - May 2015 | < 1 |
Executive Wealth Management | Lincoln, NE | Oct 2014 - May 2015 | < 1 |
University Of Nebraska College Of Law | Lincoln, NE | Aug 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- AZ
- TX
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$166,385
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, TX
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