Tanner Nolan Trites
Investment adviser representative at Ameriprise Financial Services, LLC
8 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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
- Seminars and workshops
Experience
8 years in the industry.
- Ameriprise Financial Services, LLCSep 2024 to now
- Pruco Securities LLCJan 2024 to Sep 2024
- Walker and Associates With Ameriprise FinancialMay 2023 to Aug 2023
- College of Charleston StudentAug 2020 to May 2024
- UnemployedApr 2019 to Jul 2023
- Autobell CarwashMar 2018 to Mar 2019
- UnemployedAug 2017 to Mar 2019
- Swim Club ManagmentMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7742156
- Firm CRD
- 6363