Tanner Motske (CRD# 7540276) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Huntington Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trilogy Capital | Huntington Beach, CA | Jun 2022 - Current | 1 |
| Lpl Financial | Huntington Beach, CA | Apr 2022 - Current | 2 |
| Trilogy Financial | Huntington Beach, CA | Jun 2022 - Aug 2022 | < 1 |
| Hillsdale College | Hillsdale, MI | Aug 2018 - May 2022 | 3 |
| Law Offices Of Mark E. Lewis | Huntington Beach, CA | May 2021 - Aug 2021 | < 1 |
| Unemployed Minor | Newport Beach, CA | Jun 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management1,887MILLIONS
-
Total Number of Accounts18,469ACCOUNTS
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Average Account Value$102,168
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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