Tanner Greer has been Managing Member & Chief Compliance Officer of Hickory Wealth Management since October 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Hickory Wealth Management, LLC is a Springfield, MO firm with $127M under management, 209 clients and 2 advisers in one office, as of its March 2026 filing.
Tanner Greer’s longest registration is the current one, 7 years at Hickory Wealth Management since 2018. Before joining Hickory Wealth Management in 2018, Tanner Greer was registered through Woodbury Financial Services, Inc. and Independent Financial Partners.
- – present · 7 yearsSpringfield, MO · Adviser representative · Firm CRD 298475
- Woodbury Financial Services, Inc.– · 1 yearSpringfield, MO · Adviser representative · Firm CRD 421
- Independent Financial Partners– · under a yearSpringfield, MO · Adviser representative · Firm CRD 125112
- LPL Financial LLC– · under a yearSpringfield, MO · Adviser representative · Firm CRD 6413
- Resources Investment Advisors– · under a yearSpringfield, MO · Adviser representative · Firm CRD 106766
Investment adviser representative registrations
Tanner Greer is registered as an investment adviser representative in 3 states. The first approvals date from November 2018; the most recent is Arkansas, in June 2020.
- ArkansasSince 18 June 2020
- MissouriSince 7 November 2018
- TexasSince 6 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 June 2016 |
| Series 7 | General Securities Representative Examination | 28 May 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tanner Wayne Greer
- CRD
- 6634712
- Firm
- Hickory Wealth Management · CRD 298475
- Role
- Managing Member & Chief Compliance Officer
- Office
- 1334 E. KINGSLEY #C, Springfield, MO 65804
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Tanner Greer work?
Tanner Greer has been Managing Member & Chief Compliance Officer of Hickory Wealth Management, LLC since October 2018, and is a control person of the firm.
Is Tanner Greer a financial advisor?
Yes. Tanner Greer has a current investment-adviser registration in Arkansas, Missouri and Texas, through Hickory Wealth Management since November 2018.
How many years of experience does Tanner Greer have?
Tanner Greer has 10 years in the financial industry, since May 2016, across 5 adviser firms.
What exams has Tanner Greer passed?
Tanner Greer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2016. FINRA credited Tanner Greer with the SIE, which began in October 2018.
Where did Tanner Greer work before Hickory Wealth Management?
Before Hickory Wealth Management, Tanner Greer was registered through Independent Financial Partners, February 2017 to July 2017; LPL Financial LLC, September 2016 to November 2016; Resources Investment Advisors, August 2016 to May 2017.
Where is Tanner Greer based?
Tanner Greer’s registered office is in Springfield, MO.
Is Tanner Greer registered with FINRA?
No. Tanner Greer has no current broker registration.
How can I verify Tanner Greer’s record?
Search CRD 6634712 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Greer’s full registration record.