Investment adviser representative · Heritage Haus Wealth Partners LLC
Tanner J. Friesenhahn
CRD 7337038 · New Braunfels, TX
At a glance
Tanner J. Friesenhahn is an investment adviser representative with Heritage Haus Wealth Partners LLC in New Braunfels, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tanner’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Heritage Haus Wealth Partners LLCSince July 2026New Braunfels, TX · $241M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tanner’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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