Tanner Leary

Financial Advisor

Working objectively to ensure his clients remain educated in the world of finance

Check the background of this investment professional on FINRA’s BrokerCheck.

Tanner Leary

Financial Advisor

Working objectively to ensure his clients remain educated in the world of finance

About Tanner

Tanner works with medical professionals, business owners, and other individuals who are looking to create logical financial strategies. He focuses on guiding each of his clients towards their financial goals, defining their financial objectives and providing tools that help his clients grow.

When working with Tanner, you can expect:

Clarity: The world of finance can be confusing. Tanner understands this, and holds an objective, analytical stance towards finances to ensure his clients remain confident and informed with their decisions.

Communication: As someone who has always held an interest in financial education, Tanner works to find strategies for each of his clients, building a strong financial foundation that supports your goals.

Commitment: Tanner works to be a knowledgeable and trustworthy resource for his clients and is committed to addressing your financial situation on a personal level.

Connect with Tanner 

In the past, Tanner has held seminars for medical professionals at the University of Virginia, Virginia Commonwealth University, Valley Health, CAMC, West Virginia and many others. He hosts seminars at each institution a few times a year.

Tanner attended James Madison University where he earned a B.A. degree. While at school he was a member of the investment club and was a co-founder of the student-managed endowment investment fund. When not at work, you can find him traveling, snowboarding, and outdoors hiking around the Blue Ridge Mountains. Tanner also enjoys spending time within his community, volunteering, and mentoring students with The Vision Club at James Madison University.

Qualifications

  • Series 7
  • Series 66
  • Life and Health Licensed
  • Variable Life and Annuity Licensed

Services

  • Debt Management
  • Wealth Management
  • Retirement Strategies
  • Investments
  • Comprehensive Fee-Based Financial Planning
  • True Own Occupation Disability Insurance
Sally Frisvold
Sally Frisvold

Practice Coordinator

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Miller
Max Miller

Disability Insurance Consultant

Location

Richmond, VA

1051 East Cary Street
Suite 1430
Richmond, VA 23219

Tanner is a registered representative and investment advisor representative of Securian Financial Services, Inc.

4239071/DOFU 2-2022