Valerie
Tanner
Olympus Wealth Management, LLC
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About this Advisor
Valerie Tanner is a financial advisor based in Midvale, Utah with 4 years of industry experience. Tanner is currently employed by Olympus Wealth Management, LLC. Throughout their career, they have worked at Morgan Stanley, Addepar and Olympus Wealth Management. Tanner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Idaho, Texas, Utah and Wyoming. Olympus Wealth Management, LLC is a financial advisory firm that has its headquarters in Midvale, UT. It handles $788 million in total assets between its 586 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 586 accounts, 65% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Olympus Wealth Management, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olympus Wealth Management, LLC Brokerage Details
$787,732,646
17
586
$1,344,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Valerie Tanner Work History
Valerie has been registered as a financial advisor for 4 years.*
Olympus Wealth Management
Addepar
Morgan Stanley
*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 Valerie Tanner 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 Olympus Wealth Management, LLC
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, 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.