Tanner
Dance
Andina Family Offices
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About this Advisor
Tanner Dance is a chartered financial analyst based out of Lehi, Utah, who has 1 year of relevant experience. Dance is an employee of Andina Family Offices. Dance has gained experience at Adams Wealth Advisors, Sports Academy And Racquet Club, Northwestern Mutual, Utah State University, Stratos Wealth Partners, Allegis Investment Advisors, Core Capital Wealth Management, Resources Investment Advisors, Tdwellington, Church Of Jesus Christ Of Latter-Day Saints, Andina Capital Management and Andina Capital Management, LLC. Dance has a Series 65 license, designating them as an investment advisor representative, and can serve investors in Utah. Andina Family Offices is a financial advisory firm headquartered in Lehi, UT. The company has offices in two locations and a total of 17 financial advisors. It oversees $642 million in assets under management between its 1,676 accounts, making it one of the larger firms in the United States by assets under management. Of its 1,676 accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets. The company has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advice typically depend on which services are provided. However, fees billed by Andina Family Offices likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Andina Family Offices Brokerage Details
$642,123,815
17
1,676
$383,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Tanner Dance Work History
Tanner has been registered as a financial advisor for 1 years.*
Andina Capital Management
Andina Capital Management, LLC
Core Capital Wealth Management
Resources Investment Advisors
Allegis Investment Advisors
Adams Wealth Advisors
Stratos Wealth Partners
Northwestern Mutual
Sports Academy And Racquet Club
Utah State University
Tdwellington
Church Of Jesus Christ Of Latter-Day Saints
*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 Dance 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 Andina Family Offices
Vernal, UT
Providence, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Logan, UT
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.
