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Tanner Wayne Greer

HICKORY WEALTH MANAGEMENT, LLC·SPRINGFIELD, Missouri
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1334 E. KINGSLEY #C, SPRINGFIELD, MO 65804CRD# 6634712Firm CRD# 298475
01

About

Tanner Wayne Greer is a registered financial advisor based in SPRINGFIELD, Missouri, affiliated with HICKORY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HICKORY WEALTH MANAGEMENT, LLC
HICKORY WEALTH MANAGEMENT, LLC
AUM
$15M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HICKORY WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6634712
Firm CRD# 298475
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tanner Wayne Greer offer?
Tanner Wayne Greer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPRINGFIELD, Missouri for a consultation.
What are Tanner Wayne Greer's credentials?
Tanner Wayne Greer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tanner Wayne Greer located?
Tanner Wayne Greer is based in SPRINGFIELD, Missouri, working with HICKORY WEALTH MANAGEMENT, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Tanner Wayne Greer charge for services?
Tanner Wayne Greer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HICKORY WEALTH MANAGEMENT, LLC?
HICKORY WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HICKORY WEALTH MANAGEMENT, LLC

Roger Daniel Plackemeier
SPRINGFIELD, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
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Research
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