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Tanner Federspill

Strategic Advisers LLC

Brookfield, WI

Milwaukee, WI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Milwaukee, WI • 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
Joe Machens Dealerships Columbia MO 05/2017 12/2017
Frontier Title & Closing Llc Hartland WI 04/2018 08/2018
Jpmorgan Chase Bank, N.A. Milwaukee WI 09/2018 08/2022
Unemployed Columbia MO 01/2018 03/2018
J.P. Morgan Securities Llc Milwaukee WI 09/2018 08/2022
Country Club Of Missouri Colombia MO 09/2016 04/2017
Fidelity Investments Brookfield WI 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 12/2017
    Joe Machens Dealerships
    Columbia, MO
  • 04/2018 → 08/2018
    Frontier Title & Closing Llc
    Hartland, WI
  • 09/2018 → 08/2022
    Jpmorgan Chase Bank, N.A.
    Milwaukee, WI
  • 01/2018 → 03/2018
    Unemployed
    Columbia, MO
  • 09/2018 → 08/2022
    J.P. Morgan Securities Llc
    Milwaukee, WI
  • 09/2016 → 04/2017
    Country Club Of Missouri
    Colombia, MO
  • 08/2022 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
Other Businesses

OBA-90370|OrgNmn:FEDY GROUP LLC|Org Addr:MILWAUKEE,Wisconsin,US|OBA Nature:LEASE RESIDENTIAL PROPERTY|Invst Rel:Y|Title:landlord |Duties:Property management|StrtDt:08-12-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
S63 Uniform Securities Agent State Law Examination 2018-12-14
  • S66 Uniform Combined State Law Examination
    2022-12-16
  • S63 Uniform Securities Agent State Law Examination
    2018-12-14
Designations
Other Names
  • Tanner Federspill
  • Tanner Lee Federspill

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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