Tanner A. Bartlow
Professional summary
Tanner Aaric Bartlow, who also goes by Tanner A Bartlow, Tanner Bartlow, is a registered financial professional currently at INVESTMENT PLANNERS, INC. located in Quincy, Illinois.
Tanner is registered as a RR (Registered Representative) and started their career in finance in 2019. Tanner has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Tanner Aaric Bartlow's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2025 - Present
INVESTMENT PLANNERS, INC.
Office #1: 420 Maine Street, Quincy, IL 62301September 15, 2023 - October 27, 2025
FORTHRIGHT CAPITAL ADVISORY
November 28, 2022 - July 5, 2023
J.P. MORGAN SECURITIES LLC
November 28, 2022 - July 5, 2023
J.P. MORGAN SECURITIES LLC
August 27, 2019 - November 14, 2022
EQUITABLE ADVISORS, LLC
June 17, 2019 - November 14, 2022
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 6/17/2019
General Securities Representative ExaminationFINRA
Current Firm
INVESTMENT PLANNERS, INC.
CRD#: 18557 / SEC#: , 8-35642
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Red Flags
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