Tanner Eugene Utley
Investment adviser representative at Visionx Wealth Partners
13 yearsExperience
1 stateRegistered in
$110.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Visionx Wealth PartnersNov 2024 to now
- Nielsen Financial Managemnet, LLCJun 2020 to now
- Fort Dodge Senior High SchoolAug 2014 to now
- Royal Alliance Associates, Inc.Nov 2018 to Jun 2020
- SiiFeb 2017 to Nov 2018
- Ameritas Investment CorpDec 2014 to Feb 2017
- First American BankMar 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IA).
Visionx Wealth Partners
$110.2MAssets managed
231Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5886110
- Firm CRD
- 333559