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Inactive

Tanner Eugene Utley

Visionx Wealth Partners

Fort Dodge, IA

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Current Employers
Visionx Wealth Partners

1625 5Th Ave South, Fort Dodge, IA 50501 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-11-12
  • IA RA
    APPROVED
    Since 2024-11-12

Branch Locations

1625 5Th Ave South, Fort Dodge, IA 50501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First American Bank Fort Dodge IA 03/2013 06/2020
Ameritas Investment Corp Lincoln NE 12/2014 02/2017
Fort Dodge Senior High School Fort Dodge IA 08/2014 Present
Sii Fort Dodge IA 02/2017 11/2018
Royal Alliance Associates, Inc. Fort Dodge IA 11/2018 06/2020
Nielsen Financial Managemnet, Llc Fort Dodge IA 06/2020 Present
  • 03/2013 → 06/2020
    First American Bank
    Fort Dodge, IA
  • 12/2014 → 02/2017
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2014 → Present
    Fort Dodge Senior High School
    Fort Dodge, IA
  • 02/2017 → 11/2018
    Sii
    Fort Dodge, IA
  • 11/2018 → 06/2020
    Royal Alliance Associates, Inc.
    Fort Dodge, IA
  • 06/2020 → Present
    Nielsen Financial Managemnet, Llc
    Fort Dodge, IA
Previous Registrations
  • 2020-06-08 → 2024-11-18
    Nielsen Financial Management, Inc.
    Fort Dodge, IA
  • 2018-11-02 → 2020-06-15
    Johnston, IA
    Fort Dodge, IA
  • 2017-03-07 → 2018-11-02
    Signator Investors, Inc.
    Fort Dodge, IA
    Johnston, IA
    Fort Dodge, IA
  • 2015-07-22 → 2017-04-04
    Ameritas Investment Company, Llc
    Fort Dodge, IA
    W Des Moines, IA
    Naples, FL
Other Businesses

Board of Directors Member & Treasurer, Fort Dodge Country Club 370 Country Club Drive Fort Dodge, IA 50501, Private Golf Course Board, Review Financials, Vote on Operational Decisions, Attend Meetings, 5/1/2015, approx 1 hr mo, 0 trading hrs.......... Board of Directors Member, Unity Point Health - Trinity 802 Kenyon Rd. Fort Dodge, IA 50501, Board Member, Attend Meetings, Vote on Donation Requests submitted to the board from the hospital, 2/1/2016, approx 2 hrs mo, 2 hrs trading........... Assistant Wresting Coach, Fort Dodge Senior High School 819 N 25th St. Fort Dodge, IA 50501, Assist with daily operations of the HS wresting program, 11/1/2014, approx 50 hrs mo, 1 hr trading............. Rental property owner: TLEJJ Investments LLC 1913 3rd Ave. South Fort Dodge, IA 50501, 5/1/2018, 2 hrs mo, 0 trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-29
  • S66 Uniform Combined State Law Examination
    2015-06-29

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