Tanner Eugene Utley

Employer firm

Visionx Wealth Partners CRD 333559

$110M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Osaic Wealth, Inc.
  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

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