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KD

Keith D. Danner

TANAGER FINANCIAL
IRVINE, CA
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CRD#: 8288127
KD
Keith Donald DannerTANAGER FINANCIAL

Professional summary


Keith Donald Danner is a registered financial advisor currently at TANAGER FINANCIAL, LLC located in Irvine, California.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Keith has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

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.
Name: University of California, Irvine Investment-related: No Address: 435 Humanities Instructional Building Irvine CA 92697-2650 Nature of business: Higher education / University Position/title: Lecturer Start date: 9/1/2007 Hours per month: Approximately 65 hours/month Hours during securities trading hours: 45/month Duties: I teach writing classes, meet with students about their papers, assess their work. I also train and supervise new instructors of the courses that I teach, through observations, critique, and discussion.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Keith Donald Danner'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®
None

Experience


Current

August 19, 2026 - Present

TANAGER FINANCIAL, LLC

RIA
CRD#: 342758
IRVINE, CA

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
California
(8/19/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/26/2025
Uniform Investment Adviser Law Examination

Current Firm


TF
TANAGER FINANCIAL, LLC
TANAGER FINANCIAL, LLC

CRD#: 342758 / SEC#:

California
Registered Investment Advisory firm - (8/19/2026 Approved)
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Contact information


Main Address
Irvine, CA
Mailing Address
Phone number
(949) 264-3450
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


TANAGER FINANCIAL, LLC

CRD#: 342758Irvine, CA

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