Tanner
Motske
Trilogy Capital, Inc
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About this Advisor
Tanner Motske is a financial advisor operating out of Huntington Beach, California with a total of 1 year of relevant experience. Motske currently works for Trilogy Capital, Inc. During their career, the advisor has held roles at Lpl Financial, Trilogy Financial, Unemployed Minor, Hillsdale College, Law Offices Of Mark E. Lewis and Trilogy Capital. Motske maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Trilogy Capital, Inc is a registered investment company based in Irvine, CA. It has offices in 12 locations and a total of 73 advisors. It handles $2 billion in total assets among its 17,798 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves nine charitable organizations. The firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees vary depending on which service is provided. Fee types billed by Trilogy Capital, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trilogy Capital, Inc Brokerage Details
$1,650,789,006
73
17,798
$92,751
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tanner Motske Work History
Tanner has been registered as a financial advisor for 1 years.*
Lpl Financial
Trilogy Capital
Trilogy Financial
Law Offices Of Mark E. Lewis
Hillsdale College
Unemployed Minor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tanner Motske 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 Trilogy Capital, Inc
West Covina, CA
Irvine, CA
Corona, CA
Denver, CO
Corona, CA
Huntington Beach, CA
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
