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RL

Roger Z. Lowe

TANARA WEALTH MANAGEMENT
LEHI, UT 84048
Some features on this profile are disabled
CRD#: 5827761
RL

Professional summary

Roger Zebulun Lowe, CFP®, who also goes by Zeb Lowe, is a registered financial advisor currently at TANARA WEALTH MANAGEMENT LLC located in Lehi, Utah.

Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Roger has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zeb Lowe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roger Zebulun Lowe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

April 13, 2026 - Present

TANARA WEALTH MANAGEMENT LLC

Office #1: 3301 N Thanksgiving Way Suite 425, Lehi, UT 84048
RIA
CRD#: 340174
LEHI, UT
Past

November 22, 2022 - April 8, 2026

ANDINA FAMILY OFFICES

RIA
CRD#: 151762
LOGAN, UT
Past

May 2, 2014 - October 10, 2022

COIGN CAPITAL ADVISORS LLC

RIA
CRD#: 171306
DRAPER, UT
Past

July 10, 2012 - May 7, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
DRAPER, UT
Past

May 2, 2012 - May 7, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
DRAPER, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(4/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2012
General Securities Representative Examination

Current Firm

TW
TANARA WEALTH MANAGEMENT LLC
TANARA FAMILY OFFICES | TANARA WEALTH MANAGEMENT LLC

CRD#: 340174 / SEC#: 801-135541

RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)
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Contact information

Main Address
3301 N Thanksgiving Way Suite 425, Lehi, UT 84048
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TANARA WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/10/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TANARA WEALTH MANAGEMENT LLC

CRD#: 340174Lehi, UT 84048

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