Tanner L. Cameron

LEGACY WEALTH PARTNERS

LAKEWOOD, CO 80228

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CRD#: 6787153

Professional summary

Tanner L. Cameron, CFP® is a registered financial advisor currently at LEGACY WEALTH PARTNERS, LLC located in Lakewood, Colorado.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tanner has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner L. Cameron'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: 2023

Experience

Current

March 3, 2025 - Present

LEGACY WEALTH PARTNERS, LLC

Office #1: 215 Union Blvd. Suite 215, Lakewood, CO 80228

RIA

CRD#: 333032

LAKEWOOD, CO

Past

September 21, 2020 - April 1, 2025

AVEO CAPITAL PARTNERS, LLC

RIA

CRD#: 157728

Lakewood, CO

Past

June 2, 2017 - May 27, 2020

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

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".

LEGACY WEALTH PARTNERS, LLC

CRD#: 333032 / SEC#: 801-131757

RIA

Registered Investment Advisory firm - (1/3/2025 Approved)

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

Colorado
(3/3/2025)

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: 9/4/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/2/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY WEALTH PARTNERS, LLC

CRD#: 333032 / SEC#: 801-131757

RIA

Registered Investment Advisory firm - (1/3/2025 Approved)

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Contact information

Main Address

215 Union Blvd. Suite 215, Lakewood, CO 80228

Mailing Address

Phone number

(720) 552-8287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY WEALTH PARTNERS, LLC FORM ADV BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts	2,028
AUM (Assets Under Management)	$ 646,023,157

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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Advisor Monitoring

Firm Stability Insights

Tanner L. Cameron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner L. Cameron's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH PARTNERS, LLC

AVEO CAPITAL PARTNERS, LLC

ADP BROKER-DEALER, INC.

Primary Firm SEC Registration

LEGACY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2020

Series 63

Date: 6/19/2017

SIE

Date: 10/1/2018

Series 6

Date: 6/2/2017

Current Firm

LEGACY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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