Tanner
Manning

Searcy Financial Services, Inc

CRD#7933712
Investment Advisor
in Spanish Fork, UT

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About this Advisor

Tanner Manning is a financial advisor based in Spanish Fork, Utah, working with Searcy Financial Services, Inc. Tanner has previously held positions at Searcy Financial Services, Inc, Brundage Bone C. P, Modern Heating & Sheet Metal, Plunder Design Lc, Whitewater Whirlpool & Baths, Church Mission, Rileys Orchard, Payson High School, Revolution Financial Management, and Allos Investment Advisors, LLC. Tanner has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Tanner is part of Searcy Financial Services, Inc, which operates out of Spanish Fork, Utah. The firm has 1 office and 8 employees. The firm manages assets totaling $447.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Searcy Financial Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Spanish Fork, UT

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Searcy Financial Services, Inc Brokerage Details

Total Assets Under Management

$447,672,389

UT Average: $2,243,162,756
Total Number of Employees

8

UT Average: 44
Total Number of Accounts

1,048

UT Average: 4,091
Average Account Size

$427,168

UT Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Tanner Manning Work History

2025 - Present (0 year)

Searcy Financial Services, Inc

2025 - Present (0 year)

Allos Investment Advisors, LLC

2020 - Present (5 years)

Brundage Bone C. P

2024 - 2024 (< 1 year)

Searcy Financial Services, Inc

2024 - 2024 (< 1 year)

Allos Investment Advisors, LLC

2020 - 2020 (< 1 year)

Modern Heating & Sheet Metal

2020 - 2020 (< 1 year)

Revolution Financial Management

2019 - 2020 (1 year)

Plunder Design Lc

2019 - 2019 (< 1 year)

Whitewater Whirlpool & Baths

2017 - 2019 (2 years)

Church Mission

2017 - 2017 (< 1 year)

Rileys Orchard

2014 - 2017 (3 years)

Payson High School

Disclosures

Please visit the SEC profile of Tanner Manning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Searcy Financial Services, Inc

Ryan Brooke
Overland Park, KS
Tamara Stelting
Overland Park, KS
Tanner Manning
Spanish Fork, UT
Diantha Lemon
Overland Park, KS
Brenda Carrico
Overland Park, KS
John Fales
Overland Park, KS
Marcus Shaffer
Overland Park, KS
Jessica Kmetty
Overland Park, KS

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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