Tanner Motske
Investment adviser representative at Trilogy Capital, Inc.
14 yearsExperience
1 stateRegistered in
$3.2BFirm assets
10 yearsFirm 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 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
Experience
14 years in the industry.
- Trilogy Capital, Inc.Jun 2022 to now
- LPL FinancialApr 2022 to now
- Trilogy FinancialJun 2022 to Aug 2022
- Law Offices of Mark E. LewisMay 2021 to Aug 2021
- Hillsdale CollegeAug 2018 to May 2022
- Unemployed MinorJun 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trilogy Capital, Inc.
$3.2BAssets managed
8,388Clients
72Advisers
10 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
- 7540276
- Firm CRD
- 281597