Tanner V. Link
LINK ASSET MANAGEMENT LLC | Founder
Kasilof, AK 99610
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CRD#: 7381025
Professional summary
Tanner Varrick Link, who also goes by Tanner Barrick Link, is a registered financial advisor currently at LINK ASSET MANAGEMENT LLC located in Kasilof, Alaska.
Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tanner has worked at 1 firm and has passed the Series 65 exam.
Biography
Tanner is a highly credentialed Certified Financial Planner™ professional and the Founder of Link Asset Management, LLC, based in Alaska. With a Master of Science in Personal Financial Planning, along with the MPAS® (Master Planner Advanced Studies), AWMA® (Accredited Wealth Management Advisor), and CRPC® (Chartered Retirement Planning Counselor) designations, Tanner brings a wealth of expertise and knowledge to every client engagement.
Guided by the firm’s motto, "Giving Wealth Direction," Tanner provides personalized financial planning and investment advice to individuals and businesses, helping them navigate their financial journeys with confidence and clarity.
As a seasoned Air Force veteran with extensive experience in managing aircraft repair operations, Tanner combines military precision and discipline with strategic financial planning. This unique background has shaped the meticulous and mission-driven approach that defines Link Asset Management.
Licensed in both Investment Advice and Life Insurance in Alaska, Tanner is deeply committed to fostering long-term relationships within the local community and surrounding areas. He works personally with every client, ensuring their financial plans are sound and aligned with their unique goals and aspirations.
Passionate about making a positive impact on clients' lives, Tanner offers tailored financial solutions that empower them to achieve their dreams. Under his leadership, Link Asset Management has become a trusted partner for those seeking direction and growth in their financial endeavors.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tanner Barrick Link
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.
1. Licensed Insurance Agent INVESTMENT RELATED: No ADDRESS: 44539 Sterling Highway, STE 10, 105, Soldotna, AK. 99669 NATURE: Insurance POSITION: Insurance Agent START DATE: 03/01/2023 HOURS: 10 DUTIES: Find suitable life insurance vehicles per client requests.
CRS (Client Relationship Summary) - RIA
Click below to view Tanner Varrick Link'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®
NoneExperience
Current
July 23, 2021 - Present
LINK ASSET MANAGEMENT LLC
Office #1: 27982 Kalifornsky Beach Road, Kasilof, AK 99610RIA
CRD#: 315082
Kasilof, AK
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
Alaska(7/23/2021)
Current Firm
LA
LINK ASSET MANAGEMENT LLC
LINK ASSET MANAGEMENT LLC
CRD#: 315082 / SEC#:
Alaska
Registered Investment Advisory firm - (7/23/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
44539 Sterling Highway Suite 105, Soldotna, AK 99669
Mailing Address
Po. Box 2950, Soldotna, AK 99669
Phone number
(907) 308-9426
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 2,188,204 |
Red Flags
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Company Information
LINK ASSET MANAGEMENT LLC
FounderCRD#: 315082Kasilof, AK 99610TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
