Tanner Stepp
Senior Investment Strategist at Clarify Wealth Management, Inc
Based in Lafayette, United States
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Seniority
Director
Department
Finance & Accounting
Location
Lafayette
Industry
Financial Services
Company size
8
Contact information
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t•••••••@clarifywealth.com
Phone
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Background
About Tanner Stepp
Dedicated financial advisor providing holistic planning to individual clients and families. Became a CERTIFIED FINANCIAL PLANNER™ professional and obtained other industry certifications and licenses after graduating from Western Kentucky University with a degree in Finance and a concentration in Financial Planning. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. Investment advice offered through Clarify Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Indiana
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