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Tanner Phelps

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Roseville, CA

Minneapolis, MN

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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-05-04
CA RA APPROVED 2025-01-07
  • NV RA
    APPROVED
    Since 2026-05-04
  • CA RA
    APPROVED
    Since 2025-01-07

Branch Locations

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

915 Highland Pointe Drive Suite 300, Roseville, CA 95678 • United States

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
Northwestern Mutual Investment Services Llc Sacramento CA 12/2019 07/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2020 07/2020
Morgan Stanley Roseville CA 12/2022 12/2022
Etrade Financial Roseville CA 07/2020 12/2022
Lifetime Fitness Folsom CA 11/2016 06/2020
Boa Vista Orchards Placerville CA 05/2012 05/2017
Northwestern Mutual Life Insurance Company Sacramento CA 08/2019 07/2020
Jacob Lafond Sacramento CA 02/2023 09/2023
Northwestern Mutual Investment Services Llc Sacramento CA 02/2023 09/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2023 09/2023
Ameriprise Financial Services, Llc Roseville CA 10/2023 01/2025
Cliftonlarsonallen Wealth Advisors Llc Roseville CA 01/2025 Present
  • 12/2019 → 07/2020
    Northwestern Mutual Investment Services Llc
    Sacramento, CA
  • 06/2020 → 07/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2022 → 12/2022
    Morgan Stanley
    Roseville, CA
  • 07/2020 → 12/2022
    Etrade Financial
    Roseville, CA
  • 11/2016 → 06/2020
    Lifetime Fitness
    Folsom, CA
  • 05/2012 → 05/2017
    Boa Vista Orchards
    Placerville, CA
  • 08/2019 → 07/2020
    Northwestern Mutual Life Insurance Company
    Sacramento, CA
  • 02/2023 → 09/2023
    Jacob Lafond
    Sacramento, CA
  • 02/2023 → 09/2023
    Northwestern Mutual Investment Services Llc
    Sacramento, CA
  • 04/2023 → 09/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2023 → 01/2025
    Ameriprise Financial Services, Llc
    Roseville, CA
  • 01/2025 → Present
    Cliftonlarsonallen Wealth Advisors Llc
    Roseville, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
S63 Uniform Securities Agent State Law Examination 2020-02-25
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19
  • S63 Uniform Securities Agent State Law Examination
    2020-02-25
Designations
Other Names
  • Tanner Phelps
  • Tanner Phelps
  • Tanner Scott Phelps

View on SEC IAPD

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