Tanner R. Fedell

ONE WEALTH PLANNING LLC

Waxahachie, TX

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CRD#: 6046315

Professional summary

Tanner Ray Fedell is a registered financial advisor currently at ONE WEALTH PLANNING LLC located in Waxahachie, Texas.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tanner has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

FARM POSITION: Owner NATURE: Farm INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: 328 arrowhead rd, Waxahachie TX 75167, United States DESCRIPTION: we raise animals on our farm RENTALS POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 328 arrowhead rd, Waxahachie TX 75167, United States DESCRIPTION: my wife's grandfather in law owns rental properties. in exchange for her helping him as well as putting in personal capital we have ownership in a few joint properties. my wife primarily takes care of our involvement. i help with some of the financial aspects. Tanner Fedell, Waxahachie TX, not investment related insurance only; licensed insurance agent, helping clients evaluate life, disability, and long term care insurance; 4 hours/month; 4 hours /month during trading hours; start date 10/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Ray Fedell'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®

None

Experience

Current

February 14, 2024 - Present

ONE WEALTH PLANNING LLC

RIA

CRD#: 328631

Waxahachie, TX

Past

August 10, 2023 - February 27, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

WAXAHACHIE, TX

Past

August 10, 2023 - February 27, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

AUSTIN, TX

Past

March 19, 2013 - October 22, 2021

CRI SECURITIES, LLC

RIA

CRD#: 22589

AUSTIN, TX

Past

March 19, 2013 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

AUSTIN, TX

Past

March 13, 2013 - October 22, 2021

CRI SECURITIES, LLC

CRD#: 22589

AUSTIN, TX

Past

March 1, 2013 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

AUSTIN, TX

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

Texas
(2/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/28/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/28/2013

General Securities Representative Examination

Current Firm

ONE WEALTH PLANNING LLC

CRD#: 328631 / SEC#:

Texas

Registered Investment Advisory firm - (2/14/2024 Approved)

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Contact information

Main Address

Waxahachie, TX

Mailing Address

Phone number

(469) 608-9222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 29,075,891

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.

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Tanner R. Fedell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Ray Fedell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE WEALTH PLANNING LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/28/2013

Current Firm

ONE WEALTH PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONE WEALTH PLANNING LLC

TRUST BUT VERIFY

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