Tanner Wachal (CRD# 6960337) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln, NE and has over 5 years of experience in the finance industry.
CRD# 4474690
Ubs Financial Services Inc.
CRD# 6293121
Pittenger & Anderson Inc.
CRD# 1430537
Pittenger & Anderson Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Lincoln, NE | Jul 2024 - Current | < 1 |
Thrivent D/b/a Perspective Planning Partners | Lincoln, NE | Jun 2020 - Jul 2024 | 4 |
Purshe Kaplan Sterling Investments | Albany, NY | Jun 2020 - Jul 2024 | 4 |
Thrivent Investment Management Inc. | Lincoln, NE | Oct 2019 - Jun 2020 | < 1 |
Thrivent Financial | Appleton, WI | Oct 2019 - Jun 2020 | < 1 |
Thrivent Financial | Appleton, WI | Sep 2019 - Oct 2019 | < 1 |
Td | Omaha, NE | May 2018 - Aug 2019 | 1 |
Wachal Mowing Service | Lincoln, NE | Apr 2010 - Apr 2018 | 8 |
Mobile Instrument Inc. | Sacramento, CA | Jun 2017 - Aug 2017 | < 1 |
Pine Lake Self Storage | Lincoln, NE | Apr 2016 - May 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- NE
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
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