Tanner Cole Bivens
Investment adviser representative at Mcadam LLC
18 yearsExperience
2 statesRegistered in
$2.7BFirm assets
12 yearsFirm in business
Are you Tanner Cole Bivens? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Mcadam LLCJun 2021 to now
- W&s Brokerage ServicesJul 2018 to Dec 2020
- Western & Southern LifeJun 2018 to Dec 2020
- Ohio State UniversityAug 2017 to May 2021
- Ac1 CommunicationsJul 2017 to May 2018
- Wheelersburg Local SchoolsJan 2008 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Mcadam LLC
$2.7BAssets managed
5,551Clients
135Advisers
12 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
- 6994387
- Firm CRD
- 170914