Ben
Tanke
Petersen Hastings Investment Management Inc
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About this Advisor
Ben Tanke is a financial advisor operating out of Kennewick, Washington with 7 years of industry experience. Tanke is an employee of Petersen Hastings Investment Management Inc. Throughout their career, Tanke has worked at Umpqua Bank, Lpl Financial, Umpqua Investments, Inc and Petersen Hastings Investment Management. Tanke maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Petersen Hastings Investment Management Inc is a registered investment firm based in Kennewick, WA. It has a total of 17 financial advisors. It controls $927 million in assets across its 2,386 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 2,386 accounts, 20% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Petersen Hastings Investment Management Inc most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Petersen Hastings Investment Management Inc Brokerage Details
$927,086,401
17
2,386
$388,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ben Tanke Work History
Ben has been registered as a financial advisor for 7 years.*
Petersen Hastings Investment Management
Umpqua Investments, Inc
Lpl Financial
Umpqua Bank
*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 Ben Tanke 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 Petersen Hastings Investment Management Inc
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
Kennewick, WA
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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