Tricord Wealth Advisors
43yrs
Top advisor by experience in Worthington
5yrs
Tanner Singleton
Full name on record: Tanner B Singleton
Financial advisor at Ameritas Advisory Services
Tanner Singleton is a fiduciary financial advisor in Worthington, Ohio, with 5 years in the industry. Tanner joined Ameritas Advisory Services in 2024, after two years at Advocate Wealth Solutions. Ameritas Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 156 advisors with offices in Worthington, and one of 107 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office615 High St Suite 200, Worthington, OH 43085
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$448,118
Advisors at the firm551
States licensed ?2 states
Services through Ameritas Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowAmeritas Advisory Services, LLCCurrent firm
- 2022 – 2024Advocate Wealth SolutionsPreviously
Questions to ask Tanner
Tailored to Tanner’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tanner
How do I contact Tanner?
Call Ameritas Advisory Services at 800-335-9858 and ask for Tanner Singleton. Tanner works from the Worthington, OH office.
How long has Tanner been a financial advisor?
Tanner has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Tanner hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Tanner a fiduciary?
Tanner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tanner paid?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Tanner for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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