Tanner Robert Boston
Investment adviser representative at Bookends Financial Planning
19 yearsExperience
1 stateRegistered in
$338.3MFirm assets
6 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 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
19 years in the industry.
- Bookends Financial PlanningJun 2025 to now
- Wetzel Investment Advisors, Inc.Oct 2019 to now
- Calamos InvestmentsJun 2023 to Aug 2023
- StudentAug 2007 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Bookends Financial Planning
Legal name: Wetzel Investment Advisors, Inc.
$338.3MAssets managed
521Clients
6Advisers
6 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
- 7698226
- Firm CRD
- 305301