Tanner
Leister
Independent Advisor Alliance, LLC
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About this Advisor
Tanner Leister is a financial advisor based in Menomonee Falls, Wisconsin, working with Independent Advisor Alliance, LLC. Tanner has previously held positions at First Weber Inc, Kg Stevens, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Lpl Financial LLC, and Independent Advisor Alliance. Tanner has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana and Wisconsin. Currently, Tanner is part of Independent Advisor Alliance, LLC, which operates out of Menomonee Falls, Wisconsin. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Tanner Leister Work History
Lpl Financial LLC
Independent Advisor Alliance
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
First Weber Inc
Kg Stevens
Disclosures
Please visit the SEC profile of Tanner Leister 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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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.
