DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Tanner Eugene Utley
Feed of 09/14/2026
At current firm
1 y
since Nov 12, 2024
In the industry
13 y
since Mar 1, 2013 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Visionx Wealth Partners independent RIA currentsince Nov 12, 2024 · Fort Dodge, Ia
- Nielsen Financial Management, Inc. unclassifiedJun 8, 2020 to Nov 18, 2024 · Fort Dodge, Ia
- Osaic Wealth, Inc. BD affiliatedNov 2, 2018 to Jun 15, 2020 · Johnston, Ia
- Signator Investors, Inc. formerMar 7, 2017 to Nov 2, 2018 · Fort Dodge, Ia
- Ameritas Advisory Services formerJul 22, 2015 to Apr 4, 2017 · Fort Dodge, Ia
Moves
a registration end followed by a registration begin elsewhere
- Nielsen Financial Management, Inc. to Visionx Wealth Partnersleft Nov 18, 2024, registered Nov 12, 2024 (-6 days) · Other
- Osaic Wealth, Inc. to Nielsen Financial Management, Inc.left Jun 15, 2020, registered Jun 8, 2020 (-7 days) · Other
- Signator Investors, Inc. to Osaic Wealth, Inc.left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
- Ameritas Advisory Services to Signator Investors, Inc.left Apr 4, 2017, registered Mar 7, 2017 (-28 days) · Other
Signals
- Tanner Eugene Utley left Nielsen Financial Management, Inc. for Visionx Wealth Partners (registered 2024-11-12)Nov 18, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address