Tanner Robert Boston

Employer firm

Bookends Financial Planning CRD 305301

$338M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• 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

• 06/2023 → 05/2024
  Wetzel Investment Advisors, Inc.
  Indianapolis, IN
• 05/2024 → Present
  Wetzel Investment Advisors, Inc.
  Indianapolis, IN
• 06/2023 → 08/2023
  Calamos Investments
  Naperville, IL
• 10/2019 → 06/2023
  Wetzel Investment Advisors, Inc.
  Indianapolis, IN
• 08/2007 → 05/2020
  Student
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-06

Other Names

• Tanner Boston