Tanner Keehn (CRD# 7338987) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sequim, WA and has over 2 years of experience in the finance industry.
CRD# 1360876
Edward Jones
CRD# 6657665
Edward Jones
CRD# 4347985
Illumine Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sequim, WA | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Sequim, WA | May 2021 - Current | 3 |
| Strait Financial Advice, Inc. | Sequim, WA | Feb 2021 - Current | 3 |
| Olympic Virtual | Sequim, WA | Apr 2020 - May 2021 | 1 |
| Parsinen Landscape Maintenance Inc. | Sequim, WA | Oct 2020 - Nov 2020 | < 1 |
| Cash Flow Investments Inc. | Port Angeles, WA | Jul 2019 - Sep 2020 | 1 |
| Utah State University | Logan, UT | Jan 2015 - Aug 2020 | 5 |
| Clay Lacy Aviation | Van Nuys, CA | May 2019 - Aug 2019 | < 1 |
| Alderwood Bistro, Ltd. | Sequim, WA | Jun 2016 - Aug 2019 | 3 |
| Rk Car Wash LLC | Sequim, WA | Aug 2010 - Aug 2019 | 9 |
| Whitaker Construction Co | Brigham City, UT | May 2019 - May 2019 | < 1 |
| Keehn & Company, LLC | Logan, UT | Feb 2018 - May 2019 | 1 |
| Young Honda LLC | Logan, UT | Jun 2018 - Oct 2018 | < 1 |
| Utah State Dining Services | Logan, UT | Jan 2016 - Dec 2017 | 1 |
| Sequim Aquatic Recreation Center | Sequim, WA | Apr 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- WA
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- 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)
- Educational seminars/workshops
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
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.