Tanner German (CRD# 7508538) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Phoenix, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iams Wealth Management | Omaha, NE | Jul 2023 - Current | < 1 |
| Golfcoursehomes.com, LLC | Phoenix, AZ | Jun 2023 - Current | < 1 |
| Tanner German, Pllc | Phoenix, AZ | May 2022 - Current | 1 |
| Personalized Financial | Scottsdale, AZ | Mar 2022 - Current | 2 |
| Davinci Digital | Scottsdale, AZ | Jan 2018 - Current | 6 |
| Personalized Financial | Scottsdale, AZ | Jan 2022 - Mar 2022 | < 1 |
| Synapse Studios | Tempe, AZ | Aug 2019 - Nov 2021 | 2 |
| Arizona State University | Tempe, AZ | Aug 2018 - Dec 2018 | < 1 |
| Picmonic | Tempe, AZ | Sep 2014 - Nov 2018 | 4 |
| Arizona State University | Tempe, AZ | Aug 2014 - Dec 2017 | 3 |
| Scottsdale Community College | Scottsdale, AZ | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- AZ
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Total Assets Under Management213MILLIONS
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Total Number of Accounts1,652ACCOUNTS
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Average Account Value$129,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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