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Tanner J. Manning

ALLOS INVESTMENT ADVISORS
Spanish Fork, UT
Some features on this profile are disabled
CRD#: 7933712
TM

Professional summary

Tanner J Manning is a registered financial advisor currently at ALLOS INVESTMENT ADVISORS, LLC located in Spanish Fork, Utah and SEARCY FINANCIAL SERVICES, INC. located in Spanish Fork, Utah.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tanner has worked at 2 firms and has passed the Series 65 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 J Manning'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

September 3, 2024 - Present

ALLOS INVESTMENT ADVISORS, LLC

RIA
CRD#: 155541
Spanish Fork, UT
Current

September 3, 2024 - Present

SEARCY FINANCIAL SERVICES, INC.

RIA
CRD#: 105807
Spanish Fork, UT

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".
SEARCY FINANCIAL SERVICES, INC.
SEARCY FINANCIAL SERVICES, INC.
SEARCY FINANCIAL SERVICES LLC | SEARCY FINANCIAL SERVICES, INC.

CRD#: 105807 / SEC#: 801-16377

RIA
Registered Investment Advisory firm - (9/24/1981 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
Utah
(9/3/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/2/2023
Securities Industry Essentials Examination

Current Firm

SEARCY FINANCIAL SERVICES, INC.
SEARCY FINANCIAL SERVICES, INC.
SEARCY FINANCIAL SERVICES LLC | SEARCY FINANCIAL SERVICES, INC.

CRD#: 105807 / SEC#: 801-16377

RIA
Registered Investment Advisory firm - (9/24/1981 Approved)
PREMIUM
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Contact information

Main Address
12980 Foster Street Suite 160, Overland Park, KS 66213-2703
Mailing Address
Phone number
(913) 814-3800
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (10 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

SEARCY BROCHURE (3/3/2026)

Regulatory assets under management

Total Number of Accounts1,874
AUM (Assets Under Management)$ 513,972,511

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/21/2025
Cover Page
Report
06/03/2025
Cover Page
Report
03/24/2025
Cover Page
Report
03/20/2024
Cover Page
Report

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

SEARCY FINANCIAL SERVICES, INC.

SEARCY FINANCIAL SERVICES, INC.

CRD#: 105807Spanish Fork, UT

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