Tanner Utley has been President and Chief Compliance Officer of VisionX Wealth Partners since October 2024, is a control person of the firm and directly owns 75% or more of it.
Visionx Wealth Partners is a Fort Dodge, IA firm with $110M under management, 231 clients and 1 adviser in one office, as of its May 2026 filing.
Tanner Utley’s longest registration was 4 years at Nielsen Financial Management, Inc. (2020–2024). Before joining VisionX Wealth Partners in 2024, Tanner Utley was registered through Nielsen Financial Management, Inc. and Royal Alliance Associates, Inc.
- Visionx Wealth PartnersCurrent– present · 1 yearFort Dodge, IA · Adviser representative · Firm CRD 333559
- Nielsen Financial Management, Inc.– · 4 yearsFort Dodge, IA · Adviser representative · Firm CRD 292570
- Royal Alliance Associates, Inc.– · 1 yearFort Dodge, IA · Adviser representative · Firm CRD 23131
- Signator Investors, Inc.– · 1 yearFort Dodge, IA · Adviser representative · Firm CRD 468
- Ameritas Investment Corp– · 1 yearFort Dodge, IA · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Tanner Utley is registered as an investment adviser representative in Iowa, since November 2024.
- IowaSince 12 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 June 2015 |
| Series 7 | General Securities Representative Examination | 1 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tanner Eugene Utley
- CRD
- 5886110
- Firm
- VisionX Wealth Partners · CRD 333559
- Role
- President and Chief Compliance Officer
- Office
- 1625 5TH AVE SOUTH, Fort Dodge, IA 50501
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Tanner Utley work?
Tanner Utley has been President and Chief Compliance Officer of Visionx Wealth Partners since October 2024, and is a control person of the firm.
Is Tanner Utley a financial advisor?
Yes. Tanner Utley has a current investment-adviser registration in Iowa, through VisionX Wealth Partners since November 2024.
How many years of experience does Tanner Utley have?
Tanner Utley has 11 years in the financial industry, since March 2015, across 5 adviser firms.
What exams has Tanner Utley passed?
Tanner Utley has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2015. FINRA credited Tanner Utley with the SIE, which began in October 2018.
Where did Tanner Utley work before VisionX Wealth Partners?
Before VisionX Wealth Partners, Tanner Utley was registered through Royal Alliance Associates, Inc., November 2018 to June 2020; Signator Investors, Inc., March 2017 to November 2018; Ameritas Investment Corp, July 2015 to April 2017.
Where is Tanner Utley based?
Tanner Utley’s registered office is in Fort Dodge, IA.
Is Tanner Utley registered with FINRA?
No. Tanner Utley has no current broker registration.
How can I verify Tanner Utley’s record?
Search CRD 5886110 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Utley’s full registration record.