Tanner
Keehn
Sagepoint Financial, Inc
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About this Advisor
Tanner Keehn is a financial advisor based in Sequim, Washington with 2 years of relevant experience. Keehn is currently employed by Sagepoint Financial, Inc. Keehn has gained experience at Olympic Virtual, Strait Financial Advice, Inc, Parsinen Landscape Maintenance Inc, Cash Flow Investments Inc, Alderwood Bistro, LTD, Rk Car Wash L.L.C, Whitaker Construction Co, Clay Lacy Aviation, Young Honda LLC, Utah State University, Utah State Dining Services, Sequim Aquatic Recreation Center, Keehn & Company, LLC and Sagepoint Financial, Inc. Keehn holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Sagepoint Financial, Inc is a company based in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It has $17 billion in assets under management among its 86,848 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 113 charities and foundations. Of its 86,848 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules are based on the financial services offered. However, fees charged by Sagepoint Financial, Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
- Educational seminars/workshops
Tanner Keehn Work History
Tanner has been registered as a financial advisor for 2 years.*
Strait Financial Advice, Inc
Sagepoint Financial, Inc
Olympic Virtual
Parsinen Landscape Maintenance Inc
Cash Flow Investments Inc
Whitaker Construction Co
Clay Lacy Aviation
Young Honda LLC
Keehn & Company, LLC
Alderwood Bistro, LTD
Utah State Dining Services
Utah State University
Sequim Aquatic Recreation Center
Rk Car Wash L.L.C
*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 Keehn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
