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Laffer Tengler Investments, Inc. CRD 108068
$800M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1005 17Th Ave S Suite 900, Nashville, TN 37212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2024-10-09 |
| AZ | RA | APPROVED | 2019-12-03 |
Branch Locations
Incline Village, NV • United States
6730 N. Scottsdale Road Suite 230, Scottsdale, AZ 85253 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona Bank And Trust | Pheonix | AZ | 05/2014 | 08/2018 |
| Arizona Bank & Trust/Dubuque Bank & Trust/Heartland Financial | Phoenix | AZ | 09/2014 | 11/2018 |
| Butcherjoseph Asset Management | Scottsdale | AZ | 12/2018 | 04/2020 |
| Laffer Tengler Investments Inc | Scottsdale | AZ | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-02 |
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