Unclaimed Profile

Tanner Dance

ANDINA CAPITAL MANAGEMENT, LLC·LEHI, Utah

Series 65Clean record11 years registeredANDINA CAPITAL MANAGEMENT, LLC

THANKSGIVING BUSINESS PARK, LEHI, UT 84043CRD# 6229188Firm CRD# 151762

Profile Verification

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

Identity

Tanner Dance · LEHI, UT

Registration

CRD #6229188 · ANDINA CAPITAL MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

ANDINA ADVISORS

Apr 2022 – present

CORE CAPITAL WEALTH MANAGEMENT, LLC

Sep 2020 – Jun 2022

PROVIDENCE, UT

ONEDIGITAL INVESTMENT ADVISORS

Sep 2020 – Apr 2022

Providence, UT

CORE CAPITAL WEALTH MANAGEMENT, LLC

Mar 2020 – Sep 2020

PROVIDENCE, UT

ADAMS WEALTH ADVISORS

Oct 2017 – Jan 2020

LOGAN, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Jul 2015 – Oct 2017

LOGAN, UT

STRATOS WEALTH PARTNERS, LTD

Aug 2014 – Jun 2015

LOGAN, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 29, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDINA CAPITAL MANAGEMENT, LLC

CRD 151762 · SEC 801-80633

AUM

$808M

Regulatory assets under management

Employees

3,589 client accounts

Services offered by ANDINA CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ANDINA CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tanner Dance offer?

Tanner Dance specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEHI, Utah for a consultation.

What are Tanner Dance's credentials?

Tanner Dance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tanner Dance located?

Tanner Dance is based in LEHI, Utah, working with ANDINA CAPITAL MANAGEMENT, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does Tanner Dance charge for services?

Tanner Dance's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANDINA CAPITAL MANAGEMENT, LLC?

ANDINA CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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