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Tanner Johnson

Advisor at Wells Fargo Advisors

Updated today

Location

Reno, NV 89509

Credentials

Series 66

Industry experience

3 years

About

Tanner Johnson is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has previous experience at LPL Financial and Smoky Hill Financial Group. Prior to his financial career, he worked in various roles including self-employment with DoorDash. Wells Fargo Advisors serves a wide range of clients, offering investment and fee-based financial planning services tailored to individuals, trusts, and institutions. The firm provides a broad planning menu and uses proprietary research and tools to develop customized recommendations.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

6900 S Mccarran Blvd, Ste 1030

Reno, NV 89509

Most active in

Nevada

Work history

Wells Fargo Advisors

2024 - Present (2 years)

LPL Financial

2021 - 2024 (3 years)

Smoky Hill Financial Group

2021 - 2024 (3 years)

DoorDash/Self-employed

2019 - 2021 (2 years)

Domino's Pizza

2018 - 2019 (1 year)

Domino's Pizza

2018 - 2018 (1 year)

University of Nevada, Reno

2017 - 2021 (4 years)

Chipotle Mexican Grill

2016 - 2017 (1 year)

Omni Interlocken Golf Club

2016 - 2016 (1 year)

N/a

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Active portfolio management Concentrated stock management
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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses
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Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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