Tanner
Stepp
Clarify Wealth Management
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About this Advisor
Tanner Stepp is a financial advisor based in Lafayette, Indiana, working with Clarify Wealth Management. Tanner has previously held positions at Landmark Financial Advisors, LLC, Clarify Wealth Management, Inc, and Lpl Financial LLC. Tanner has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Tanner is part of Clarify Wealth Management, which operates out of Lafayette, Indiana. The firm has 2 offices and 11 employees. The firm manages assets totaling $410.0 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 Clarify Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clarify Wealth Management Brokerage Details
$410,038,742
11
1,552
$264,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Tanner Stepp Work History
Clarify Wealth Management, Inc
Lpl Financial LLC
Landmark Financial Advisors, LLC
Disclosures
Please visit the SEC profile of Tanner Stepp 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 Clarify Wealth Management
Lafayette, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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.
