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Tanner Motske

TRILOGY CAPITAL
HUNTINGTON BEACH, CA 92647
Some features on this profile are disabled
CRD#: 7540276
TM

Professional summary

Tanner Motske is a registered financial advisor currently at TRILOGY CAPITAL, INC. located in Huntington Beach, California and LPL FINANCIAL LLC located in Huntington Beach, California.

Tanner is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Tanner has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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 Motske'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

June 28, 2022 - Present

TRILOGY CAPITAL, INC.

Office #1: 17011 Beach Blvd. Suite 101, Huntington Beach, CA 92647
RIA
CRD#: 281597
HUNTINGTON BEACH, CA
Current

October 10, 2022 - Present

LPL FINANCIAL LLC

Office #1: 17011 Beach Blvd Ste 101, Huntington Beach, CA 92647-5995
RIA
BD
CRD#: 6413
HUNTINGTON BEACH, CA

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".
TC
TRILOGY CAPITAL, INC.
E.F. HEAGEN & ASSOCIATES | TRILOGY INVESTMENT SERVICES, LLC | TRILOGY FINANCIAL SERVICES | TRILOGY CAPITAL, INC.

CRD#: 281597 / SEC#: 801-106922

RIA
Registered Investment Advisory firm - (11/16/2015 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/25/2024)
RR
Arkansas
(3/25/2024)
IAR
California
(6/28/2022)
RR
California
(11/11/2022)
RR
Hawaii
(3/25/2024)
RR
Illinois
(4/19/2024)
RR
Iowa
(3/25/2024)
RR
Kansas
(4/19/2024)
RR
Michigan
(1/18/2024)
RR
Missouri
(2/2/2026)
RR
Nevada
(1/24/2025)
RR
New Jersey
(3/25/2024)
RR
New York
(3/25/2024)
RR
Oregon
(3/25/2024)
RR
Tennessee
(3/25/2024)
RR
Washington
(3/25/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/10/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/28/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/29/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TRILOGY CAPITAL, INC.
E.F. HEAGEN & ASSOCIATES | TRILOGY INVESTMENT SERVICES, LLC | TRILOGY FINANCIAL SERVICES | TRILOGY CAPITAL, INC.

CRD#: 281597 / SEC#: 801-106922

RIA
Registered Investment Advisory firm - (11/16/2015 Approved)
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Contact information

Main Address
2601 Main Street Suite 100, Irvine, CA 92614
Mailing Address
Phone number
(949) 221-8105
Established
Firm type
Fiscal year end
# of Employees
74

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE 2026 (3/9/2026)
PART 2A BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts18,988
AUM (Assets Under Management)$ 3,210,026,097

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.

Company Information

TRILOGY CAPITAL, INC.

CRD#: 281597Huntington Beach, CA 92647

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