Tanner Rutz
Investment adviser representative at Florida Financial Advisors, LLC
23 yearsExperience
3 statesRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Trinity Wealth Securities, LLCSep 2025 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsMay 2025 to now
- Travel & Leisure CompanyJun 2024 to Aug 2024
- United Parcel ServiceMay 2023 to Aug 2023
- Coastal Carolina UniversitySep 2022 to May 2025
- Chipotle Mexican GrillMay 2022 to Aug 2022
- Student At Coastal Carolina UniversityAug 2021 to May 2025
- The Giant CompanySep 2019 to Aug 2021
- High School StudentAug 2017 to May 2021
- UnemployedJun 2003 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, SC, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 8104684
- Firm CRD
- 288811