Tanner W. Greer

HICKORY WEALTH MANAGEMENT

SPRINGFIELD, MO 65804

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CRD#: 6634712

Professional summary

Tanner Wayne Greer, who also goes by Tanner W. Greer, Tanner Greer, is a registered financial advisor currently at HICKORY WEALTH MANAGEMENT, LLC located in Springfield, Missouri.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tanner has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tanner W. Greer | Tanner Greer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. HICKORY WEALTH MANAGEMENT, LLC. POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/06/2017 ADDRESS: 1334 E Kingsley, Ste C, Springfield MO 65804, United States DESCRIPTION: Fixed insurance and life insurance sales udner DBA of Hickory Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Wayne Greer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 6, 2018 - Present

HICKORY WEALTH MANAGEMENT, LLC

Office #1: 1334 E. Kingsley #c, Springfield, MO 65804

RIA

CRD#: 298475

SPRINGFIELD, MO

Past

July 3, 2017 - November 7, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

SPRINGFIELD, MO

Past

July 3, 2017 - November 7, 2018

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

SPRINGFIELD, MO

Past

February 15, 2017 - July 13, 2017

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Springfield, MO

Past

September 29, 2016 - November 7, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPRINGFIELD, MO

Past

August 1, 2016 - May 19, 2017

ONEDIGITAL

RIA

CRD#: 106766

Springfield, MO

Past

May 28, 2016 - July 5, 2017

LPL FINANCIAL LLC

CRD#: 6413

SPRINGFIELD, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HICKORY WEALTH MANAGEMENT, LLC

CRD#: 298475 / SEC#: 801-132481

RIA

Registered Investment Advisory firm - (4/18/2025 Approved)

Arkansas

Registered Investment Advisory firm - (4/23/2025 Terminated)

Missouri

Registered Investment Advisory firm - (4/22/2025 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(6/18/2020)

IAR

Missouri
(11/7/2018)

IAR

Texas
(11/6/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/2016

General Securities Representative Examination

Current Firm

HICKORY WEALTH MANAGEMENT, LLC

CRD#: 298475 / SEC#: 801-132481

RIA

Registered Investment Advisory firm - (4/18/2025 Approved)

Arkansas

Registered Investment Advisory firm - (4/23/2025 Terminated)

Missouri

Registered Investment Advisory firm - (4/22/2025 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2025 Terminated)

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Contact information

Main Address

1334 E. Kingsley #c, Springfield, MO 65804

Mailing Address

Phone number

(417) 306-9891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/20/2025)

FORM ADV PART 2A APP 1 - WRAP FEE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	461
AUM (Assets Under Management)	$ 107,217,698

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Tanner W. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Wayne Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

ONEDIGITAL

LPL FINANCIAL LLC

Primary Firm SEC Registration

HICKORY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2016

SIE

Date: 10/1/2018

Series 7

Date: 5/28/2016

Current Firm

HICKORY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HICKORY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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