Tanner Lane Kennedy
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tanner Lane Kennedy is an investment adviser representative with Osaic Wealth, Inc. in Rainbow City, AL, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
- Broker:
4 states and territories
Alabama, Georgia, New Hampshire, Tennessee
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.
- Cetera Financial Specialists LLCMar 2022 – Feb 2025Schaumburg, IL
- Westbrook Christian SchoolJul 2020 – May 2021Rainbow City, AL
- CopelandscapesMay 2016 – Jun 2020Gadsden, AL
- K&K FinancialMar 2022 – Feb 2025Rainbow City, AL
- Cetera Financial Specialists LLCMay 2021 – Feb 2025Schaumburg, IL
- Cetera Investment Advisers LLCJun 2023 – Feb 2025Schaumburg, IL
- OsaicFeb 2025 – Aug 2026Hokes Bluff, AL
- Cetera Financial Specialists LLCAug 2026 – no end date reportedSchaumburg, IL
- Cetera Investment Advisers LLCAug 2026 – no end date reportedSchaumburg, IL
- NP Private Wealth ManagementJan 2025 – no end date reportedRainbow City, AL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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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 Lane Kennedy 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.
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