Tanner Mcmahon

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2016 → 04/2018
  Ameriprise Financial Services, Inc.
  Mercer Island, WA
• 07/2018 → 11/2018
  Morgan Stanley
  Seattle, WA
• 07/2018 → 11/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2018 → 12/2019
  Eq Wealth Management
  Mercer Island, WA
• 01/2020 → 06/2021
  Ameriprise Financial Services, Inc
  Mercer Island, WA
• 12/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2021 → 11/2021
  Sbc Construction
  Bozeman, MT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2022 → Present
  Cetera Advisors Llc
  St. Cloud, MN

Previous Registrations

• 2020-01-17 → 2021-07-06
  Ameriprise Financial Services, Llc
  Mercer Island, WA
• 2018-12-04 → 2020-01-02
  Eq Wealth Management
  Bellevue, WA
• 2018-07-17 → 2018-12-03
  Morgan Stanley
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-31

Other Names

• Tanner James Mcmahon