Tanner J. Friesenhahn
Investment Adviser Representative at Teamwork Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tanner J. Friesenhahn is an investment adviser representative with Teamwork Financial Advisors, LLC in New Braunfels, TX, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with LPL Financial LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Texas Comptroller of Public AccountsJan 2020 – Jan 2021Austin, TX
- Texas State UniversityAug 2015 – Dec 2019San Marcos, TX
- Pontem FinancialFeb 2021 – Dec 2024San Antonio, TX
- LPL Financial LLCDec 2022 – Dec 2024San Antonio, TX
- Teamwork Financial Advisors, LLCDec 2024 – Jul 2026New Braunfels, TX
- Heritage Haus Wealth Partners LLCJul 2026 – no end date reportedNew Braunfels, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Teamwork Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.012
- Teamwork (Except Michael Srulowitz) - Tier 11.00%
- Teamwork (Except Michael Srulowitz) - Tier 20.95%
- Teamwork (Except Michael Srulowitz) - Tier 30.85%
- Teamwork (Except Michael Srulowitz) - Tier 40.75%
+9 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning through a 3-step process (Discover, Evaluate, Plan) using an Integrated Legal, Tax and Financial Plan to create custom retirement strategies; services also encompass legal, tax, and financial planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 5
- Main office:
- San Antonio, TX
- SEC file number:
- 801-114801
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Teamwork Financial Advisors, LLC
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tanner J. Friesenhahn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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