Tanner William Fields

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2023 → 07/2024
  Savant Wealth Management
  Rockford, IL
• 06/2022 → 11/2023
  Bridgeworth Wealth Management
  Birmingham, AL
• 08/2021 → 11/2021
  Bridgeworth Wealth Management
  Birmingham, AL
• 08/2018 → 06/2022
  Samford University
  Birmingham, AL
• 06/2021 → 08/2021
  Ubs
  Nashville, TN
• 06/2020 → 08/2020
  Caterpillar Financial Services
  Nashville, TN
• 08/2014 → 08/2018
  Badger High School
  Lake Geneva, WI
• 07/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2024-05-28 → 2024-06-26
  Savant Wealth Management
  Birmingham, AL
  Rockford, IL

Other Businesses

Name: TFIELDS & CO, Non-Investment Related, Residential address in NC, Nature: Photography, Position: Owner, Start Date: 08/2022, Number of Hours per Month: 4 hours, Hours Devoted during trading hours: None, Duties: Operate a photography business for local golf courses.

Designations

• Certified Financial Planner