Best Investors Account Sign in
Inactive

Nicholas Fred Robert Tanner

Modern Wealth Management, LLC

Delano, MN

Kansas City, MO

Claim This Profile
Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-16
  • MN RA
    APPROVED
    Since 2026-07-16

Branch Locations

Delano, MN • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • 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
Business & Estate Advisers, Inc. Wayzata MN 03/2015 02/2017
Cetera Advisors Networks, Llc El Segundo CA 03/2017 12/2019
Rsm Us Wealth Management Llc Minneapolis MN 12/2019 02/2022
Modern Wealth Management, Llc Kansas City MO 08/2025 Present
Choreo, Llc Minneapolis MN 02/2022 08/2025
  • 03/2015 → 02/2017
    Business & Estate Advisers, Inc.
    Wayzata, MN
  • 03/2017 → 12/2019
    Cetera Advisors Networks, Llc
    El Segundo, CA
  • 12/2019 → 02/2022
    Rsm Us Wealth Management Llc
    Minneapolis, MN
  • 08/2025 → Present
    Modern Wealth Management, Llc
    Kansas City, MO
  • 02/2022 → 08/2025
    Choreo, Llc
    Minneapolis, MN
Previous Registrations
  • 2020-01-06 → 2025-09-12
    Choreo, Llc
    Minneapolis, MN
    Rockford, IL
  • 2017-06-20 → 2019-12-20
    Cetera Wealth Services, Llc
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-19
S63 Uniform Securities Agent State Law Examination 2015-12-30
  • S65 Uniform Investment Adviser Law Examination
    2017-06-19
  • S63 Uniform Securities Agent State Law Examination
    2015-12-30
Other Names
  • Nicholas Fred Robert Tanner
  • Nicholas Tanner
  • Nick Tanner

View on SEC IAPD

More in Delano, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor