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BA

Brock K. Alvord

TANARA WEALTH MANAGEMENT
LEHI, UT 84048
Some features on this profile are disabled
CRD#: 7629662
BA

Professional summary

Brock Kelson Alvord, who also goes by Brock Alvord, is a registered financial advisor currently at TANARA WEALTH MANAGEMENT LLC located in Lehi, Utah.

Brock is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brock has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brock Alvord

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 Brock Kelson Alvord'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 9, 2026 - Present

TANARA WEALTH MANAGEMENT LLC

Office #1: 3301 N Thanksgiving Way Suite 425, Lehi, UT 84048
RIA
CRD#: 340174
LEHI, UT
Past

January 3, 2024 - April 2, 2026

FARTHER

RIA
CRD#: 302050
Lehi, UT
Past

September 12, 2022 - December 15, 2023

COIGN CAPITAL ADVISORS LLC

RIA
CRD#: 171306
DRAPER, UT

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
(4/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/12/2022
Uniform Investment Adviser Law Examination

Current Firm

TW
TANARA WEALTH MANAGEMENT LLC
TANARA FAMILY OFFICES | TANARA WEALTH MANAGEMENT LLC

CRD#: 340174 / SEC#: 801-135541

RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3301 N Thanksgiving Way Suite 425, Lehi, UT 84048
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (2 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

TANARA WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/10/2026)
0

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

TANARA WEALTH MANAGEMENT LLC

CRD#: 340174Lehi, UT 84048

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