Tanner Goldsmith, financial advisor Smyrna GA

Tanner Goldsmith

CRD Number: 7528748
Current Firm: State Farm Investment Management Corp.

Tanner Goldsmith (CRD# 7528748) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Smyrna, GA and has 1 year of experience in the finance industry.

Similar Advisors
Daniel Mesa, financial advisor Smyrna GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Smyrna GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Smyrna GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Company Name Location Dates Years
State Farm Investment Management Corp Smyrna, GA Mar 2023 - Current 1
State Farm Vp Management Corp Smyrna, GA Apr 2022 - Current 2
Tanner Goldsmith Insurance Agency Smyrna, GA Feb 2022 - Current 2
State Farm Atlanta, GA Sep 2021 - Jan 2022 < 1
Red Dog Equity Atlanta, GA Sep 2020 - Aug 2021 < 1
Kay Robinson State Farm Thomaston, GA Jun 2020 - Aug 2020 < 1
University Of Georgia Athens, GA Jul 2016 - May 2020 3
Red Dog Equity Atlanta, GA May 2019 - Jul 2019 < 1
Peyton Pettus State Farm Athens, GA Oct 2018 - Apr 2019 < 1
Aflac Columbus, GA May 2018 - Aug 2018 < 1
Muscogee County School District Columbus, GA Jan 2012 - May 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2023
S63 Uniform Securities State Law Examination Jul 2022
Contact Info for Tanner J. Goldsmith
Phone Number: 800-447-0740
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.