Nicholas Fred robert Tanner
Investment adviser representative at Modern Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Modern Wealth Management, LLCAug 2025 to now
- Choreo, LLCFeb 2022 to Aug 2025
- Rsm US Wealth Management LLCDec 2019 to Feb 2022
- Cetera Advisors Networks, LLCMar 2017 to Dec 2019
- Business & Estate Advisers, Inc.Mar 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MN).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn 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
- 6480285
- Firm CRD
- 324624