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Peter W
Series 66
Menomonee Falls, WI
Independent Advisor Alliance, LLC
Peter Wagner is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and previously worked at Cambridge Investment Research Advisors. Wagner is also involved in tax preparation through Harvest Tax Service. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of independent advisory representatives and employs a variety of portfolio management strategies supported by technology platforms.
Tanner L
Series 65, Series 63
Menomonee Falls, WI
Independent Advisor Alliance, LLC
Tanner Leister is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, LPL Financial, and Northwestern Mutual. Outside of advising, he is also active as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and integrates multiple portfolio management strategies alongside technology platforms to support comprehensive client services.
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