Tanner Helsel
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
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
13 years in the industry.
- Raymond James Financial Services Advisors Inc.May 2023 to now
- Raymond James Financial Services Inc.May 2023 to now
- Raymond James & Associates, Inc.Jul 2022 to now
- Sanford C. Bernstein & Co., LLCMay 2022 to Jun 2022
- Associated BankMar 2018 to May 2022
- Men's WearhouseAug 2014 to Feb 2018
- University of Wisconsin - La CrosseAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7562642
- Firm CRD
- 149018