Tanner
Welch
Pinnacle Peak Private Client Group, LLC
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About this Advisor
Tanner Welch is a financial advisor based in Scottsdale, Arizona, working with Pinnacle Peak Private Client Group, LLC. Tanner has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, The Mahoney Group, American Financial Network, UPS, Openshaw Real Estate Group At Keller Williams Integrity First, J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A, National Football League, Pinnacle Peak Private Client Group, LLC, Skyview Networks, Beginner's Edge Sports Training, Door Dash, BCG Securities, Inc, and Purshe Kaplan Sterling Investments. Tanner has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Tanner is part of Pinnacle Peak Private Client Group, LLC, which operates out of Scottsdale, Arizona. The firm has 1 office and 6 employees. The firm manages assets totaling $338.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Pinnacle Peak Private Client Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pinnacle Peak Private Client Group, LLC Brokerage Details
$338,443,295
6
1,140
$296,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Tanner Welch Work History
Purshe Kaplan Sterling Investments
Pinnacle Peak Private Client Group, LLC
Bcg Securities, Inc
Openshaw Real Estate Group At Keller Williams Integrity First
J.P. Morgan Securites, LLC
Jpmorgan Chase Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
The Mahoney Group
National Football League
Skyview Networks
Beginner'S Edge Sports Training
Door Dash
American Financial Network
Ups
Disclosures
Please visit the SEC profile of Tanner Welch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Peak Private Client Group, LLC
Scottsdale, AZ
Roswell, GA
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
