Tanner Andrew Owen

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

• 07/2021 → Present
  Renaissance Financial
  Overland Park, KS
• 07/2021 → 08/2023
  Securian Financial Services
  Saint Paul, MN
• 07/2021 → 08/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 08/2016 → 05/2021
  The University Of Nebraska-Lincoln
  Lincoln, NE
• 08/2021 → Present
  White Iron Ridge
  Smithville, MO
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Overland Park, KS
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-12-03 → 2023-08-10
  Securian Financial Services, Inc.
  Overland Park, KS
  St. Paul, MN

Other Businesses

1. WHITE IRON RIDGE POSITION: Handyman/Bartender NATURE: Wedding Venue INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2021 ADDRESS: 815 State Rte 92, Smithville MO 64089, United States DESCRIPTION: Handyman work such as painting, changing decorations, building new equipment, cleaning, and other various handyman tasks within the venue. 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2021 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. FIRST TEE POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2022 ADDRESS: 7501 Blue River Rd, Kansas City MO 64132, United States DESCRIPTION: First Tee is a not for profit youth development organization that enables kids to build the strength of character that empowers them through a lifetime of new challenges. We (as coaches) integratethe game of golf with life skills curriculum, we create active learning experiences that build inner strength, self-confidence, and resilience that kids can carry to everything they do. I will be, what's labeled as, a "full-time coach". 4. BIG BROTHERS BIG SISTERS POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2023 ADDRESS: 1709 Walnut St, Kansas City MO 64108, United States DESCRIPTION: I am a big brother to an 8th grader who needs structure and an older role model in his life. My duty is to build a relationship with him, hang out 2-3 times a month for 1-2 hours at a time, and help him with building the life skills that are taught from the role model he doesn't currently have. 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/06/2021; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2021-11-29