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President and Chief Compliance Officer · Visionx Wealth Partners

Tanner E. Utley

CRD 5886110 · Named on Form ADV at one SEC-registered adviser

At a glance

Visionx Wealth Partners, an SEC-registered wealth manager based in Fort Dodge, IA with $110 million in regulatory assets, lists Tanner E. Utley on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Visionx Wealth PartnersPresident and Chief Compliance OfficerWealth manager · Fort Dodge, IA · $110M in regulatory assets

AtlasMembers

Tanner’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tanner’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.