Tanner T. Dance

ANDINA FAMILY OFFICES

PROVIDENCE, UT 84332

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CRD#: 6229188

Professional summary

Tanner Tessmer Dance, who also goes by Tanner Tessmer Dance, Tanner Dance, is a registered financial advisor currently at ANDINA FAMILY OFFICES located in Providence, Utah.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tanner has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tanner Tessmer Dance | Tanner Dance

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.

Tridas Air, LLC; Non-investment related; 740 Eagleview Drive Providence, UT 84332; 2.5% owner and Member; No duties performed; 05/2019; 0 hrs per month; 0 hrs per month during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Tessmer Dance'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®

None

Experience

Current

April 11, 2022 - Present

ANDINA FAMILY OFFICES

Office #1: 530 W 465 N Suite 707, Providence, UT 84332

RIA

CRD#: 151762

PROVIDENCE, UT

Past

September 21, 2020 - June 2, 2022

CORE CAPITAL WEALTH MANAGEMENT, LLC

RIA

CRD#: 307220

PROVIDENCE, UT

Past

September 16, 2020 - April 8, 2022

ONEDIGITAL

RIA

CRD#: 106766

Providence, UT

Past

March 2, 2020 - September 15, 2020

CORE CAPITAL WEALTH MANAGEMENT, LLC

RIA

CRD#: 307220

PROVIDENCE, UT

Past

October 10, 2017 - January 19, 2020

ADAMS WEALTH ADVISORS

RIA

CRD#: 286087

LOGAN, UT

Past

July 2, 2015 - October 2, 2017

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

LOGAN, UT

Past

August 29, 2014 - June 29, 2015

STRATOS WEALTH PARTNERS, LTD

RIA

CRD#: 153184

LOGAN, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANDINA FAMILY OFFICES

ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

California

Registered Investment Advisory firm - (1/14/2015 Terminated)

Utah

Registered Investment Advisory firm - (12/16/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/11/2022)

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 65

Date: 8/28/2014

Uniform Investment Adviser Law Examination

Current Firm

ANDINA FAMILY OFFICES

ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

California

Registered Investment Advisory firm - (1/14/2015 Terminated)

Utah

Registered Investment Advisory firm - (12/16/2014 Terminated)

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Contact information

Main Address

Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Mailing Address

Phone number

(801) 653-0564

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	3,341
AUM (Assets Under Management)	$ 1,016,634,723

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 T. Dance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Tessmer Dance's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDINA FAMILY OFFICES

CORE CAPITAL WEALTH MANAGEMENT, LLC

ONEDIGITAL

CORE CAPITAL WEALTH MANAGEMENT, LLC

ADAMS WEALTH ADVISORS

ALLEGIS INVESTMENT ADVISORS, LLC

STRATOS WEALTH PARTNERS, LTD

Primary Firm SEC Registration

ANDINA FAMILY OFFICES

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2014

Current Firm

ANDINA FAMILY OFFICES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANDINA FAMILY OFFICES

TRUST BUT VERIFY

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