Tanner Wells, financial advisor Henderson NV
89 score

Tanner Wells

CRD Number: 6377351
Current Firm: Wittman Capital Management Investment & Estate Counsel,llc

Tanner Wells (CRD# 6377351) is an Investment Advisor Representative working at Wittman Capital Management Investment & Estate Counsel,llc in Henderson, NV and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wittman Capital Management Investment & Estate Counsel, LLC Henderson, NV Jan 2016 - Current 1
Wittman Capital Management Henderson, NV Jan 2016 - Current 1
Tw Advisors Henderson, NV Jan 2014 - Current 3
Kcg Securities, LLC Draper, UT Jul 2014 - Dec 2015 1
Knox Capital Advisors, LLC Draper, UT Jul 2014 - Dec 2015 1
Advance Insurance & Benefits Las Vegas, NV Apr 2010 - Dec 2015 5
Harmony Hospice Las Vegas, NV Apr 2010 - Nov 2010 < 1
Byu (school) Provo, UT Jan 2007 - Apr 2010 3
Orange Soda American Fork, UT Dec 2008 - Sep 2009 < 1
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The Millward Agency Foothill Ranch, CA May 2007 - Sep 2007 < 1
Everett Washington Mission Everett, WA Dec 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Tanner W. Wells
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $59,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NV

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BADGES
89
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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