Aimee Rae Tanneberger

Current Employers

Employment History

• 01/2006 → 10/2017
  National Planning Corporation
  Coeur D'ALene, ID
• 11/2004 → Present
  Atchley Financial Group
  Coeur D'ALene, ID
• 10/2017 → Present
  Royal Alliance
  Coeur D'ALene, ID

Other Businesses

1. COEUR D'ALENE CHAMBER OF COMMERCE POSITION: Member NATURE: Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 105 N. 1st St., Coeur d Alene ID 83814, United States DESCRIPTION: N/A 2. COEUR D'ALENE ROTARY POSITION: Member NATURE: Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2016 ADDRESS: PO Box 444, Coeur d Alene ID 83816, United States DESCRIPTION: Attend weekly meeting 3. ATCHLEY FINANCIAL GROUP POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 11/01/2004 ADDRESS: 601 E Front Ave. #203, Coeur d Alene ID 83814, United States DESCRIPTION: Service financial planning clients 4. TANNEBERGER FAMILY TRUST POSITION: Trustee NATURE: Family trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2021 ADDRESS: 2501 W Moselle Dr, Coeur D Alene ID 83815-0440, United States DESCRIPTION: Act as trustee for our family trust 5. AARON MINTZ ILIT POSITION: Trustee NATURE: My brother, Aaron Mintz, has created a life insurance trust and he needs me to act as Trustee for the purpose of paying the premiums. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2023 ADDRESS: 2501 W Moselle Dr, Coeur d'Alene ID 83815, United States DESCRIPTION: I will need to pay the annual insurance premiums. 6. AIMEE TANNEBERGER POSITION: Power of Attorney NATURE: Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 601 E Front Ave #203, Coeur d Alene ID 83814, United States DESCRIPTION: Acting as power of attorney for my dad with his banking and investment accounts. 7.DANIEL MINTZ LIVING TRUST POSITION: Successor Trustee NATURE: Living Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: 2501 W Moselle Dr, Coeur d Alene ID 83815, United States DESCRIPTION: My father no longer has the capacity to act as trustee for his personal trust. My brother and I are stepping in as successor trustees.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-03

Designations

Other Names

• Aimee Tanneberger
• Aimee Rae Mintz