Tanner Steele (CRD# 7174481) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 2 years of experience in the finance industry.
CRD# 1682050
Cetera Advisor Networks LLC
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affiance Financial LLC | St. Louis Park, MN | Aug 2021 - Current | 1 |
| Private Client Services | St Louis Park, MN | Jun 2020 - Current | 3 |
| Affiance Financial | St Louis Park, MN | Aug 2019 - Current | 3 |
| Private Client Services | St Louis Park, MN | Aug 2019 - Jun 2020 | < 1 |
| Zorbaz | Detroit Lakes, MN | May 2019 - Jul 2019 | < 1 |
| Buffalo Wild Wings | Duluth, MN | Jan 2019 - May 2019 | < 1 |
| Unemployed-full Time Student | Duluth, MN | Aug 2018 - Dec 2018 | < 1 |
| Zorbaz | Detroit Lakes, MN | May 2018 - Aug 2018 | < 1 |
| First Security Bank | Detroit Lakes, MN | May 2018 - Aug 2018 | < 1 |
| U.s. Bank | Duluth, MN | Jan 2018 - May 2018 | < 1 |
| Canal Park Liquor | Duluth, MN | Jan 2017 - May 2018 | 1 |
| Vista Fleet | Duluth, MN | May 2017 - Aug 2017 | < 1 |
| Sammy's Pizza | Duluth, MN | Aug 2016 - Jan 2017 | < 1 |
| Unemployed- Student | Duluth, MN | Sep 2015 - Jul 2016 | < 1 |
| Zorbaz | Detroit Lakes, MN | Jul 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- MN
-
Total Assets Under Management815MILLIONS
-
Total Number of Accounts3,047ACCOUNTS
-
Average Account Value$267,424
- A percentage of assets under your management
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.