Tanner Sterk (CRD# 7168394) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Advisors | Atlanta, GA | Nov 2023 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2020 - Oct 2023 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2019 - Oct 2023 | 4 |
| Northwestern Mutual Investment Services LLC | Denver, CO | Sep 2019 - Oct 2023 | 4 |
| Charter Communications | Broomfield, CO | Jul 2017 - Sep 2019 | 2 |
| Charter Communications | Greenwood Village, CO | Dec 2014 - Jul 2017 | 2 |
| U. S. Army National Guard | Denver, CO | Feb 2013 - Feb 2016 | 3 |
| Comcast | Centennial, CO | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CO
-
Total Assets Under Management5,261MILLIONS
-
Total Number of Accounts12,390ACCOUNTS
-
Average Account Value$424,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.