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Paul David Fenner

Paul D. Fenner

TAMMA CAPITAL LLC
Commerce Township, MI
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CRD#: 5875945
Paul David Fenner

Professional summary

Paul David Fenner, CFP®, ChFC® is a registered financial advisor currently at TAMMA CAPITAL LLC located in Commerce Township, Michigan.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Paul has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Paul David Fenner's 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: 2013

ChFC®

Chartered Financial Consultant

Experience

Current

February 9, 2017 - Present

TAMMA CAPITAL LLC

RIA
CRD#: 156118
Commerce Township, MI
Past

August 30, 2011 - December 31, 2016

TAMMA CAPITAL LLC

RIA
CRD#: 156118
COMMERCE TOWNSHIP, MI

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
Michigan
(2/9/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/9/2010
Uniform Investment Adviser Law Examination

Current Firm

TC
TAMMA CAPITAL LLC
DREAMWORKS CAPITAL MANAGEMENT LC | TAMMA CAPITAL LLC | DREAMWORKS CAPITAL MANAGEMENT LLC

CRD#: 156118 / SEC#:

Michigan
Registered Investment Advisory firm - (2/9/2017 Approved)
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Contact information

Main Address
Commerce Township, MI
Mailing Address
Phone number
(248) 290-9890
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts221
AUM (Assets Under Management)$ 42,374,523

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

TAMMA CAPITAL LLC

CRD#: 156118Commerce Township, MI

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