Tanner Wraa (CRD# 7791977) is an Investment Advisor Representative working at Parallel Advisors, LLC in Olathe, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parallel Advisors, LLC | Olathe, KS | Feb 2022 - Current | 2 |
| Get Shredded With Tanner | Tuscaloosa, AL | Apr 2021 - Feb 2022 | < 1 |
| The University Of Alabama | Tuscaloosa, AL | Aug 2021 - Dec 2021 | < 1 |
| The University Of Alabama | Tuscaloosa, AL | Aug 2020 - Dec 2021 | 1 |
| Campus Life And Style | Tuscaloosa, AL | Sep 2020 - Mar 2021 | < 1 |
| Unemployed | Clayton, CA | Mar 2020 - Aug 2020 | < 1 |
| Jeff Duerson Staffing | San Francisco, CA | Aug 2019 - Mar 2020 | < 1 |
| University Of California, Davis | Davis, CA | Sep 2018 - Mar 2020 | 1 |
| Unemployed | Davis, CA | May 2018 - Sep 2018 | < 1 |
| San Diego State University | San Diego, CA | Aug 2015 - May 2018 | 2 |
| Karl Straus Brewery | San Diego, CA | May 2017 - Mar 2018 | < 1 |
| Oakhurst Country Club | Clayton, CA | Sep 2014 - Sep 2016 | 2 |
| Foothill College | Los Altos Hills, CA | Jun 2016 - Aug 2016 | < 1 |
| Calitrend | San Diego, CA | Feb 2016 - Feb 2016 | < 1 |
| Diablo Valley College | Pleasant Hill, CA | Jan 2015 - May 2015 | < 1 |
| University Of California, Davis | Davis, CA | Sep 2014 - Dec 2014 | < 1 |
| Unemployed | Concord, CA | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- KS
- TX
-
Total Assets Under Management7,076MILLIONS
-
Total Number of Accounts19,694ACCOUNTS
-
Average Account Value$359,317
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, 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.