Tanner Friesenhahn has been an investment adviser representative at Heritage Haus Wealth Partners since July 2026, and is not listed among the firm’s executive officers or direct owners. Tanner Friesenhahn studied at Texas State University.
Heritage Haus Wealth Partners LLC is a New Braunfels, TX firm with $241M under management, 533 clients and 3 advisers in one office, as of its September 2026 filing.
Tanner Friesenhahn is Lead Advisor of Heritage Haus Wealth Partners, based in New Braunfels, Texas. He serves as an Investment Advisor Representative at the firm, where he partners with clients to build and execute financial plans, and has five years of experience in the industry. He is originally from New Braunfels, Texas.
Tanner Friesenhahn’s longest registration was 1 year at Teamwork Financial Advisors, LLC (2024–2026). Before joining Heritage Haus Wealth Partners in 2026, Tanner Friesenhahn was registered through Teamwork Financial Advisors, LLC and LPL Financial LLC.
- – present · under a yearNew Braunfels, TX · Adviser representative · Firm CRD 342736
- Teamwork Financial Advisors, LLC– · 1 yearNew Braunfels, TX · Adviser representative · Firm CRD 165237
- LPL Financial LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Tanner Friesenhahn is registered as an investment adviser representative in Texas, since July 2026.
- TexasSince 20 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2025 |
| Series 66 | Uniform Combined State Law Examination | 19 May 2023 |
| Series 7TO | General Securities Representative Examination | 17 February 2023 |
| SIE | Securities Industry Essentials Examination | 10 November 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tanner J. Friesenhahn
- CRD
- 7337038
- Firm
- Heritage Haus Wealth Partners · CRD 342736
- Office
- 1176 N. BUSINESS IH 35, New Braunfels, TX 78130
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heritagehauswealth.com
Where does Tanner Friesenhahn work?
Tanner Friesenhahn is an investment adviser representative registered through Heritage Haus Wealth Partners LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Tanner Friesenhahn a financial advisor?
Yes. Tanner Friesenhahn has a current investment-adviser registration in Texas, through Heritage Haus Wealth Partners since July 2026.
How many years of experience does Tanner Friesenhahn have?
Tanner Friesenhahn has 3 years in the financial industry, since February 2023, across 3 adviser firms.
What exams has Tanner Friesenhahn passed?
Tanner Friesenhahn has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 65. The earliest, the SIE, was passed in November 2022.
Where did Tanner Friesenhahn work before Heritage Haus Wealth Partners?
Before Heritage Haus Wealth Partners, Tanner Friesenhahn was registered through LPL Financial LLC, May 2023 to December 2024.
Where is Tanner Friesenhahn based?
Tanner Friesenhahn’s registered office is in New Braunfels, TX.
Is Tanner Friesenhahn registered with FINRA?
No. Tanner Friesenhahn has no current broker registration.
How can I verify Tanner Friesenhahn’s record?
Search CRD 7337038 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Friesenhahn’s full registration record.
