Tanner Luke Lumley

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Springfield, MO
• 11/2023 → 10/2025
  7 Brew
  Springfield, MO
• 01/2015 → 10/2023
  Pinnacle Advisors
  Springfield, MO
• 08/2021 → 05/2022
  Northeastern Oklahoma A&M College
  Miami, OK
• 08/2022 → 05/2023
  Southwest Baptist University
  Bolivar, MO
• 08/2020 → Present
  Missouri State University
  Springfield, MO

Other Businesses

(1)Name of Business: Lumley Team Address: 3010 E Battlefield Rd Ste A, Springfield, MO, 65804-4018, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor for Brian Lumley's (my father) firm which is an ICD of Raymond James Financial Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-12