Tanner J. Friesenhahn
Investment adviser representative at Heritage Haus Wealth Partners LLC
11 yearsExperience
1 stateRegistered in
$241.1MFirm assets
Under 1 yearFirm 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 assetsFixed 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
11 years in the industry.
- Heritage Haus Wealth Partners LLCJul 2026 to now
- Teamwork Financial Advisors, LLCDec 2024 to Jul 2026
- LPL Financial LLCDec 2022 to Dec 2024
- Pontem FinancialFeb 2021 to Dec 2024
- Texas Comptroller of Public AccountsJan 2020 to Jan 2021
- Texas State UniversityAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Heritage Haus Wealth Partners LLC
$241.1MAssets managed
533Clients
3Advisers
Under 1 yearIn 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
- 7337038
- Firm CRD
- 342736