Tanner Jonathan Wachal
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
16 years in the industry.
- LPL Financial LLCJul 2024 to now
- Purshe Kaplan Sterling InvestmentsJun 2020 to Jul 2024
- Thrivent d/b/a Perspective Planning PartnersJun 2020 to Jul 2024
- Thrivent Investment Management IncOct 2019 to Jun 2020
- Thrivent FinancialSep 2019 to Jun 2020
- TDMay 2018 to Aug 2019
- Mobile Instrument IncJun 2017 to Aug 2017
- Pine Lake Self StorageApr 2016 to May 2017
- Wachal Mowing ServiceApr 2010 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6960337
- Firm CRD
- 6413