Tanner Merritt has been an investment adviser representative at Keen Capital since April 2026, and is not listed among the firm’s executive officers or direct owners. Tanner Merritt holds a Bachelor's degree in Business Management from Texas Tech University and a Master's degree in Personal Financial Planning from Texas Tech University.
Keen Capital, LTD is a Chapin, SC firm with $180M under management, 113 clients and 4 advisers across 5 offices, as of its May 2026 filing.
Tanner Merritt is Director of Financial Planning of Keen Capital, based in Chapin, SC. He began his career at Vanguard and later provided financial counseling to service members and their families, in roles in Anchorage, Alaska and on a joint military base in the United Kingdom.
Tanner Merritt’s longest registration was 2 years at Vanguard Advisers, Inc. (2019–2022). Before joining Keen Capital in 2026, Tanner Merritt was registered through Life Planning Partners, Inc. and Vanguard Advisers, Inc.
- Keen Capital, LTDCurrent– present · under a yearJacksonville, FL · Adviser representative · Firm CRD 145023
- Life Planning Partners, Inc.– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 129338
- Vanguard Advisers, Inc.– · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 106715
Professional designations
Listed by Keen Capital
- CFP
- CFT
Investment adviser representative registrations
Tanner Merritt is registered as an investment adviser representative in Florida, since April 2026.
- FloridaSince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 August 2019 |
| Series 7TO | General Securities Representative Examination | 25 July 2019 |
| SIE | Securities Industry Essentials Examination | 23 March 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tanner Ray Merritt
- CRD
- 7130811
- Firm
- Keen Capital · CRD 145023
- Office
- Jacksonville, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keeninvestors.com
Where does Tanner Merritt work?
Tanner Merritt is an investment adviser representative registered through Keen Capital, LTD since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Tanner Merritt a financial advisor?
Yes. Tanner Merritt has a current investment-adviser registration in Florida, through Keen Capital since April 2026.
How many years of experience does Tanner Merritt have?
Tanner Merritt has 4 years in the financial industry, since May 2022, across 3 adviser firms.
What exams has Tanner Merritt passed?
Tanner Merritt has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2019.
Where did Tanner Merritt work before Keen Capital?
Before Keen Capital, Tanner Merritt was registered through Life Planning Partners, Inc., October 2024 to February 2026; Vanguard Advisers, Inc., August 2019 to February 2022.
Where is Tanner Merritt based?
Tanner Merritt’s registered office is in Jacksonville, FL.
Is Tanner Merritt registered with FINRA?
No. Tanner Merritt has no current broker registration.
Is Tanner Merritt a CFP?
Keen Capital lists Tanner Merritt with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Tanner Merritt’s record?
Search CRD 7130811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Merritt’s full registration record.