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Tanner Ray Fedell

One Wealth Planning LLC

Waxahachie, TX

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Current Employers
One Wealth Planning Llc

Waxahachie, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-14
  • TX RA
    APPROVED
    Since 2024-02-14

Branch Locations

Waxahachie, TX • 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
Securian Financial Services, Inc St Paul MN 11/2012 08/2023
North Star Consultants, Inc Austin TX 11/2012 01/2024
Minnesota Life Insurance Company St Paul MN 11/2012 08/2023
Cri Securities, Llc St Paul MN 11/2012 10/2021
Cetera Advisor Networks Llc Austin TX 08/2023 01/2024
Cetera Investment Advisers Llc Schaumburg IL 08/2023 01/2024
One Wealth Planning Llc Waxahachie TX 09/2023 Present
  • 11/2012 → 08/2023
    Securian Financial Services, Inc
    St Paul, MN
  • 11/2012 → 01/2024
    North Star Consultants, Inc
    Austin, TX
  • 11/2012 → 08/2023
    Minnesota Life Insurance Company
    St Paul, MN
  • 11/2012 → 10/2021
    Cri Securities, Llc
    St Paul, MN
  • 08/2023 → 01/2024
    Cetera Advisor Networks Llc
    Austin, TX
  • 08/2023 → 01/2024
    Schaumburg, IL
  • 09/2023 → Present
    Waxahachie, TX
Previous Registrations
  • 2023-08-10 → 2024-02-27
    Waxahachie, TX
    Austin, TX
  • 2013-03-19 → 2023-08-10
    Securian Financial Services, Inc.
    Austin, TX
    Dallas, TX
    Waxahachie, TX
  • 2013-03-19 → 2021-10-22
    Cri Securities, Llc
    Austin, TX
    Dallas, TX
Other Businesses

FARM POSITION: Owner NATURE: Farm INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 328 arrowhead rd, Waxahachie TX 75167, United States DESCRIPTION: we raise animals on our farm RENTALS POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 328 arrowhead rd, Waxahachie TX 75167, United States DESCRIPTION: my wife's grandfather in law owns rental properties. in exchange for her helping him as well as putting in personal capital we have ownership in a few joint properties. my wife primarily takes care of our involvement. i help with some of the financial aspects. Tanner Fedell, Waxahachie TX, not investment related insurance only; licensed insurance agent, helping clients evaluate life, disability, and long term care insurance; 4 hours/month; 4 hours /month during trading hours; start date 10/2023.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-28
  • S66 Uniform Combined State Law Examination
    2013-01-28

View on SEC IAPD

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