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Tanner S
CFP®, Series 65, Series 63
Huntingdon, TN
CX Institutional, LLC
Tanner Stepp is a CFP® professional with 11 years of experience in the financial services industry. He currently serves as an advisor at CX Institutional, LLC and has prior experience at LPL Financial, Clarify Wealth Management, and Landmark Financial Advisors. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, combining fundamental, quantitative, and technical analysis across various asset classes, and integrates technology platforms for consolidated reporting and tax-efficient asset management.
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