Tanner Federspill
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Sep 2026 to now
- Fidelity InvestmentsAug 2022 to Sep 2026
- J.P. Morgan Securities LLCSep 2018 to Aug 2022
- JPMorgan Chase Bank, N.A.Sep 2018 to Aug 2022
- Frontier Title & Closing LLCApr 2018 to Aug 2018
- UnemployedJan 2018 to Mar 2018
- Joe Machens DealershipsMay 2017 to Dec 2017
- Country Club of MissouriSep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7028625
- Firm CRD
- 23131