Tanner Phelps
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$14.4BFirm 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
14 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJan 2025 to now
- Ameriprise Financial Services, LLCOct 2023 to Jan 2025
- Northwestern Mutual Wealth Management CompanyApr 2023 to Sep 2023
- Jacob LafondFeb 2023 to Sep 2023
- Northwestern Mutual Investment Services LLCFeb 2023 to Sep 2023
- Morgan StanleyDec 2022 to Dec 2022
- Etrade FinancialJul 2020 to Dec 2022
- Northwestern Mutual Wealth Management CompanyJun 2020 to Jul 2020
- Northwestern Mutual Investment Services LLCDec 2019 to Jul 2020
- Northwestern Mutual Life Insurance CompanyAug 2019 to Jul 2020
- Lifetime FitnessNov 2016 to Jun 2020
- Boa Vista OrchardsMay 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 7167038
- Firm CRD
- 38357