Unclaimed Profile

Tanner Stepp

CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 7, Series 63, Series 65CFPClean record12 years registeredCLARIFY WEALTH MANAGEMENT, INC.

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 6067748Firm CRD# 172355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tanner Stepp · CINCINNATI, OH

Registration

CRD #6067748 · CLARIFY WEALTH MANAGEMENT, INC. · 12 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Oct 2024 – present

CLARIFY WEALTH MANAGEMENT

Feb 2018 – Nov 2024

Lafayette, IN

LPL FINANCIAL LLC

Feb 2018 – May 2018

LAFAYETTE, IN

LANDMARK FINANCIAL ADVISORS, LLC

Apr 2014 – Mar 2017

BOWLING GREEN, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 7, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARIFY WEALTH MANAGEMENT, INC.

CRD 172355 · SEC 801-108586

AUM

$410M

Regulatory assets under management

Employees

1,552 client accounts

Services offered by CLARIFY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARIFY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Tanner Stepp offer?

Tanner Stepp specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Tanner Stepp's credentials?

Tanner Stepp holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tanner Stepp located?

Tanner Stepp is based in CINCINNATI, Ohio, working with CLARIFY WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Tanner Stepp charge for services?

Tanner Stepp'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 CLARIFY WEALTH MANAGEMENT, INC.?

CLARIFY WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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