Tanner Thompson Phelps
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
11 yearsExperience
1 stateRegistered in
$5.7BFirm assets
37 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
11 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Sep 2026 to now
- Community MulliganNov 2025 to now
- Lam Enterprises dba Link Financial AdvisorySep 2025 to Nov 2025
- UnemployedMar 2025 to Sep 2025
- Has HouseNov 2017 to Mar 2025
- Green Valley High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NV).
Lasalle ST. Investment Advisors, L.L.C.
$5.7BAssets managed
14,284Clients
158Advisers
37 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
- 8143577
- Firm CRD
- 109701