Tanner
Stepp
Clarify Wealth Management
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About this Advisor
Tanner Stepp is a financial advisor operating out of Lafayette, Indiana, with 5 years of industry experience. Stepp currently works for Clarify Wealth Management. Their career trajectory has included roles at Landmark Financial Advisors, LLC, Western Kentucky University, Edward Jones, Clarify Wealth Management, Inc and Lpl Financial LLC. Stepp maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Clarify Wealth Management is a registered investment company based out of Cincinnati, OH. It oversees $330 million in total assets among its 1,210 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,210 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. Clarify Wealth Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually vary depending on which services are provided. Fees charged by Clarify Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarify Wealth Management Brokerage Details
$329,625,204
11
1,210
$272,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Tanner Stepp Work History
Tanner has been registered as a financial advisor for 5 years.*
Clarify Wealth Management, Inc
Lpl Financial LLC
Landmark Financial Advisors, LLC
Edward Jones
Western Kentucky University
*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 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
Cincinnati, OH
Lafayette, IN
Lafayette, IN
Cincinnati, OH
Cincinnati, OH
Pickerington, 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.
